DSIBX Mutual Fund Analysis & Holdings | MarketXLS

DSIBX Mutual Fund

NAV$12.90

AUM$83M

TER0.49%

Holdings113

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DSIBX Mutual Fund

NAV$12.90

BNY Mellon Short Term Municipal Bond Fund Class D

AUM$83M

TER0.49%

Holdings113

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

DSIBX Mutual Fund Overlap Analysis

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

DSIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, DSIBX may share significant positions with broad-market funds.

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