DTGRX Mutual Fund
NAV$87.46
AUM$475M
TER1.16%
Holdings39
DTGRX Mutual Fund
NAV$87.46
BNY Mellon Technology Growth Fund Class A
AUM$475M
TER1.16%
Holdings39
DTGRX Mutual Fund Overlap Analysis
DTGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DTGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, DTGRX may share significant positions with broad-market funds.
DTGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DTGRX tax-loss harvesting finds highly correlated but non-identical funds.