DRRCX Mutual Fund

NAV$17.36

AUM$10M

TER1.94%

Holdings170

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Just $25 once·$99/mo·Download sample

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DRRCX Mutual Fund

NAV$17.36

BNY Mellon Global Real Return Fund Class C

AUM$10M

TER1.94%

Holdings170

See how much of DRRCX you already own

Just $25 once·$99/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 DRRCX 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 DRRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DRRCX Mutual Fund Overlap Analysis

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

DRRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, DRRCX may share significant positions with broad-market funds.

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