DUSQX Mutual Fund
DUSQX Mutual Fund
NAV$42.61
AUM$2.7B
TER0.13%
Holdings547
DUSQX Mutual Fund
NAV$42.61
US Large Cap Equity Portfolio Inst Cl
AUM$2.7B
TER0.13%
Holdings547
DUSQX Mutual Fund Overlap Analysis
DUSQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DUSQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 547 holdings, DUSQX may share significant positions with broad-market funds.
DUSQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DUSQX tax-loss harvesting finds highly correlated but non-identical funds.