DRGTX Mutual Fund
DRGTX Mutual Fund
NAV$137.67
AUM$1.0B
TER1.16%
Holdings49
See how much of DRGTX you already own
DRGTX Mutual Fund
NAV$137.67
Virtus Zevenbergen Technology Fund Institutional Class
AUM$1.0B
TER1.16%
Holdings49
See how much of DRGTX you already own
DRGTX Mutual Fund Overlap Analysis
DRGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, DRGTX may share significant positions with broad-market funds.
DRGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRGTX tax-loss harvesting finds highly correlated but non-identical funds.