DSCVX Mutual Fund
DSCVX Mutual Fund
NAV$35.73
AUM$216M
TER1.09%
Holdings109
See how much of DSCVX you already own
DSCVX Mutual Fund
NAV$35.73
BNY Mellon Opportunistic Small Cap Fund Investor shares
AUM$216M
TER1.09%
Holdings109
See how much of DSCVX you already own
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.