DSCVX Mutual Fund

NAV$35.73

AUM$216M

TER1.09%

Holdings109

DSCVX Mutual Fund

NAV$35.73

BNY Mellon Opportunistic Small Cap Fund Investor shares

AUM$216M

TER1.09%

Holdings109

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Holdings Overlap Analysis

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

DSCVX Mutual Fund Overlap Analysis

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

DSCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, DSCVX may share significant positions with broad-market funds.

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