DRSVX Mutual Fund
DRSVX Mutual Fund
NAV$23.07
AUM$10M
TER1.30%
Holdings78
See how much of DRSVX you already own
DRSVX Mutual Fund
NAV$23.07
North Square Small Cap Value Fund Investor Class
AUM$10M
TER1.30%
Holdings78
See how much of DRSVX you already own
DRSVX Mutual Fund Overlap Analysis
DRSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, DRSVX may share significant positions with broad-market funds.
DRSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRSVX tax-loss harvesting finds highly correlated but non-identical funds.