DRECX Mutual Fund
DRECX Mutual Fund
NAV$41.54
AUM$440,059.75
TER1.75%
Holdings39
DRECX Mutual Fund
NAV$41.54
Davis Real Estate Fund
AUM$440,059.75
TER1.75%
Holdings39
DRECX Mutual Fund Overlap Analysis
DRECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, DRECX may share significant positions with broad-market funds.
DRECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRECX tax-loss harvesting finds highly correlated but non-identical funds.