DQEIX Mutual Fund
DQEIX Mutual Fund
NAV$14.57
AUM$146M
TER0.97%
Holdings60
DQEIX Mutual Fund
NAV$14.57
BNY Mellon Global Equity Income Fund Class I
AUM$146M
TER0.97%
Holdings60
DQEIX Mutual Fund Overlap Analysis
DQEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DQEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DQEIX may share significant positions with broad-market funds.
DQEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DQEIX tax-loss harvesting finds highly correlated but non-identical funds.