DMBCX Mutual Fund

NAV$12.03

AUM$2M

TER1.58%

Holdings237

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DMBCX Mutual Fund

NAV$12.03

BNY Mellon Opportunistic Municipal Securities Fund Class C

AUM$2M

TER1.58%

Holdings237

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare DMBCX 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 DMBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DMBCX Mutual Fund Overlap Analysis

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

DMBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 237 holdings, DMBCX may share significant positions with broad-market funds.

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