DRTCX Mutual Fund Analysis & Holdings | MarketXLS

DRTCX Mutual Fund

NAV$22.11

AUM$42M

TER0.70%

Holdings51

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DRTCX Mutual Fund

NAV$22.11

BNY Mellon Sustainable US Equity Fund, Inc. Class I

AUM$42M

TER0.70%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DRTCX 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 DRTCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DRTCX Mutual Fund Overlap Analysis

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

DRTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, DRTCX may share significant positions with broad-market funds.

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