DQIAX Mutual Fund
DQIAX Mutual Fund
NAV$41.50
AUM$495M
TER1.02%
Holdings116
See how much of DQIAX you already own
DQIAX Mutual Fund
NAV$41.50
BNY Mellon Equity Income Fund Class A
AUM$495M
TER1.02%
Holdings116
See how much of DQIAX you already own
DQIAX Mutual Fund Overlap Analysis
DQIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DQIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, DQIAX may share significant positions with broad-market funds.
DQIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DQIAX tax-loss harvesting finds highly correlated but non-identical funds.