DNLYX Mutual Fund

NAV$61.77

AUM$470,094.22

TER0.75%

Holdings242

See how much of DNLYX you already own

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DNLYX Mutual Fund

NAV$61.77

BNY Mellon Active MidCap Fund Class Y

AUM$470,094.22

TER0.75%

Holdings242

See how much of DNLYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

DNLYX Mutual Fund Overlap Analysis

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

DNLYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 242 holdings, DNLYX may share significant positions with broad-market funds.

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