DNVYX Mutual Fund
DNVYX Mutual Fund
NAV$32.79
AUM$2.2B
TER0.67%
Holdings47
See how much of DNVYX you already own
DNVYX Mutual Fund
NAV$32.79
Davis New York Venture Fund Class Y
AUM$2.2B
TER0.67%
Holdings47
See how much of DNVYX you already own
DNVYX Mutual Fund Overlap Analysis
DNVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, DNVYX may share significant positions with broad-market funds.
DNVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNVYX tax-loss harvesting finds highly correlated but non-identical funds.