DTCAX Mutual Fund
DTCAX Mutual Fund
NAV$20.51
AUM$38M
TER0.95%
Holdings50
See how much of DTCAX you already own
DTCAX Mutual Fund
NAV$20.51
BNY Mellon Sustainable US Equity Fund, Inc. Class A
AUM$38M
TER0.95%
Holdings50
See how much of DTCAX you already own
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 50 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.