DTCAX Mutual Fund Analysis & Holdings | MarketXLS

DTCAX Mutual Fund

NAV$21.18

AUM$38M

TER0.95%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DTCAX Mutual Fund

NAV$21.18

BNY Mellon Sustainable US Equity Fund, Inc. Class A

AUM$38M

TER0.95%

Holdings51

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 DTCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DTCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DTCAX Mutual Fund Overlap Analysis

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

DTCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, DTCAX may share significant positions with broad-market funds.

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