DRECX Mutual Fund
DRECX Mutual Fund
NAV$39.23
AUM$415,495.25
TER1.75%
Holdings39
See how much of DRECX you already own
DRECX Mutual Fund
NAV$39.23
Davis Real Estate Fund
AUM$415,495.25
TER1.75%
Holdings39
See how much of DRECX you already own
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.