DIVPX Mutual Fund

NAV$19.01

AUM$1M

TER1.47%

Holdings111

DIVPX Mutual Fund

NAV$19.01

MAI Managed Volatility Fund Investor Class

AUM$1M

TER1.47%

Holdings111

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DIVPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DIVPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DIVPX Mutual Fund Overlap Analysis

DIVPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DIVPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, DIVPX may share significant positions with broad-market funds.

DIVPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DIVPX tax-loss harvesting finds highly correlated but non-identical funds.