DNLDX Mutual Fund
DNLDX Mutual Fund
NAV$64.92
AUM$477M
TER1.00%
Holdings242
See how much of DNLDX you already own
DNLDX Mutual Fund
NAV$64.92
BNY Mellon Active MidCap Fund Class A
AUM$477M
TER1.00%
Holdings242
See how much of DNLDX you already own
DNLDX Mutual Fund Overlap Analysis
DNLDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 242 holdings, DNLDX may share significant positions with broad-market funds.
DNLDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNLDX tax-loss harvesting finds highly correlated but non-identical funds.