DPRIX Mutual Fund Analysis & Holdings | MarketXLS

DPRIX Mutual Fund

NAV$69.20

AUM$54M

TER0.80%

Holdings46

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DPRIX Mutual Fund

NAV$69.20

BNY Mellon Worldwide Growth Fund Inc Class Y

AUM$54M

TER0.80%

Holdings46

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

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.