DPIGX Mutual Fund Analysis & Holdings | MarketXLS

DPIGX Mutual Fund

NAV$9.42

AUM$7M

TER0.85%

Holdings25

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DPIGX Mutual Fund

NAV$9.42

Dupree Mutual Funds Intermediate Government Bond Series

AUM$7M

TER0.85%

Holdings25

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

DPIGX Mutual Fund Overlap Analysis

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

DPIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, DPIGX may share significant positions with broad-market funds.

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