DOXIX Mutual Fund
DOXIX Mutual Fund
NAV$12.58
AUM$57.1B
TER0.33%
Holdings1,616
DOXIX Mutual Fund
NAV$12.58
Dodge & Cox Income Fund Class X
AUM$57.1B
TER0.33%
Holdings1,616
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 1616 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.