DMBYX Mutual Fund

NAV$11.98

AUM$38,000

TER0.49%

Holdings237

DMBYX Mutual Fund

NAV$11.98

BNY Mellon Opportunistic Municipal Securities Fund Class Y

AUM$38,000

TER0.49%

Holdings237

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Holdings Overlap Analysis

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

DMBYX Mutual Fund Overlap Analysis

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

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

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