DSCPX Mutual Fund
DSCPX Mutual Fund
NAV$17.24
AUM$601M
TER0.89%
Holdings29
See how much of DSCPX you already own
DSCPX Mutual Fund
NAV$17.24
Davenport Small Cap Focus Fund
AUM$601M
TER0.89%
Holdings29
See how much of DSCPX you already own
DSCPX Mutual Fund Overlap Analysis
DSCPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DSCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, DSCPX may share significant positions with broad-market funds.
DSCPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DSCPX tax-loss harvesting finds highly correlated but non-identical funds.