DSIBX Mutual Fund
DSIBX Mutual Fund
NAV$12.67
AUM$80M
TER0.49%
Holdings119
See how much of DSIBX you already own
DSIBX Mutual Fund
NAV$12.67
BNY Mellon Short Term Municipal Bond Fund Class D
AUM$80M
TER0.49%
Holdings119
See how much of DSIBX you already own
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 119 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.