DPRIX Mutual Fund
DPRIX Mutual Fund
NAV$68.20
AUM$56M
TER0.80%
Holdings46
See how much of DPRIX you already own
DPRIX Mutual Fund
NAV$68.20
BNY Mellon Worldwide Growth Fund Inc Class Y
AUM$56M
TER0.80%
Holdings46
See how much of DPRIX you already own
DPRIX Mutual Fund Overlap Analysis
DPRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DPRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, DPRIX may share significant positions with broad-market funds.
DPRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DPRIX tax-loss harvesting finds highly correlated but non-identical funds.