DOPIX Mutual Fund Analysis & Holdings | MarketXLS

DOPIX Mutual Fund

NAV$36.09

AUM$15M

TER0.90%

Holdings109

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DOPIX Mutual Fund

NAV$36.09

BNY Mellon Opportunistic Small Cap Fund Class I

AUM$15M

TER0.90%

Holdings109

See inside every fund you own

$45/quarter 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 DOPIX 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 DOPIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DOPIX Mutual Fund Overlap Analysis

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

DOPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, DOPIX may share significant positions with broad-market funds.

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