DOXIX Mutual Fund
DOXIX Mutual Fund
NAV$12.05
AUM$57.1B
TER0.33%
Holdings1,552
See how much of DOXIX you already own
DOXIX Mutual Fund
NAV$12.05
Dodge & Cox Income Fund Class X
AUM$57.1B
TER0.33%
Holdings1,552
See how much of DOXIX you already own
DOXIX Mutual Fund Overlap Analysis
DOXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DOXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1552 holdings, DOXIX may share significant positions with broad-market funds.
DOXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DOXIX tax-loss harvesting finds highly correlated but non-identical funds.