DSPIX Mutual Fund
DSPIX Mutual Fund
NAV$50.36
AUM$1.4B
TER0.21%
Holdings505
See how much of DSPIX you already own
DSPIX Mutual Fund
NAV$50.36
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
AUM$1.4B
TER0.21%
Holdings505
See how much of DSPIX you already own
DSPIX Mutual Fund Overlap Analysis
DSPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DSPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, DSPIX may share significant positions with broad-market funds.
DSPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DSPIX tax-loss harvesting finds highly correlated but non-identical funds.