DTMGX Mutual Fund Analysis & Holdings | MarketXLS

DTMGX Mutual Fund

NAV$31.21

AUM$92M

TER1.11%

Holdings48

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DTMGX Mutual Fund

NAV$31.21

BNY Mellon Tax Managed Growth Fund Class A

AUM$92M

TER1.11%

Holdings48

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

DTMGX Mutual Fund Overlap Analysis

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

DTMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, DTMGX may share significant positions with broad-market funds.

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