DVCTX Mutual Fund

NAV$10.26

AUM$2M

TER1.57%

Holdings159

DVCTX Mutual Fund

NAV$10.26

Nomura Tax-Free Colorado Fund Class C

AUM$2M

TER1.57%

Holdings159

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Holdings Overlap Analysis

Compare DVCTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DVCTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DVCTX Mutual Fund Overlap Analysis

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

DVCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, DVCTX may share significant positions with broad-market funds.

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