DVACX Mutual Fund
DVACX Mutual Fund
NAV$9.69
AUM$924,419.16
TER1.59%
Holdings80
DVACX Mutual Fund
NAV$9.69
Macquarie Tax-Free Arizona Fund Class C
AUM$924,419.16
TER1.59%
Holdings80
DVACX Mutual Fund Overlap Analysis
DVACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DVACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, DVACX may share significant positions with broad-market funds.
DVACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DVACX tax-loss harvesting finds highly correlated but non-identical funds.