DQIRX Mutual Fund

NAV$41.40

AUM$1.8B

TER0.78%

Holdings116

See how much of DQIRX you already own

Just $25 once·$69/mo·Download sample

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DQIRX Mutual Fund

NAV$41.40

BNY Mellon Equity Income Fund Class I

AUM$1.8B

TER0.78%

Holdings116

See how much of DQIRX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DQIRX Mutual Fund Overlap Analysis

DQIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DQIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, DQIRX may share significant positions with broad-market funds.

DQIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DQIRX tax-loss harvesting finds highly correlated but non-identical funds.