DPLGX Mutual Fund
DPLGX Mutual Fund
NAV$14.05
AUM$7M
TER0.64%
Holdings31
See how much of DPLGX you already own
DPLGX Mutual Fund
NAV$14.05
Jackson Square Large-Cap Growth Fund IS Class
AUM$7M
TER0.64%
Holdings31
See how much of DPLGX you already own
DPLGX Mutual Fund Overlap Analysis
DPLGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DPLGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, DPLGX may share significant positions with broad-market funds.
DPLGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DPLGX tax-loss harvesting finds highly correlated but non-identical funds.