DTAXX Mutual Fund

NAV$1.00

AUM$3.8B

TER0.28%

Holdings96

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Just $25 once·$69/mo·Download sample

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DTAXX Mutual Fund

NAV$1.00

BNY Dreyfus Treasury Obligations Cash Management Fund Administrative Class

AUM$3.8B

TER0.28%

Holdings96

See how much of DTAXX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DTAXX Mutual Fund Overlap Analysis

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

DTAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, DTAXX may share significant positions with broad-market funds.

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