DSCIX Mutual Fund
DSCIX Mutual Fund
NAV$18.83
AUM$37M
TER0.95%
Holdings62
See how much of DSCIX you already own
DSCIX Mutual Fund
NAV$18.83
Dana Epiphany Small Cap Equity Fund Institutional Class
AUM$37M
TER0.95%
Holdings62
See how much of DSCIX you already own
DSCIX Mutual Fund Overlap Analysis
DSCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DSCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DSCIX may share significant positions with broad-market funds.
DSCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DSCIX tax-loss harvesting finds highly correlated but non-identical funds.