DVFNX Mutual Fund Analysis & Holdings | MarketXLS

DVFNX Mutual Fund

NAV$10.24

AUM$4M

TER1.55%

Holdings165

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DVFNX Mutual Fund

NAV$10.24

Nomura Tax-Free New York Fund Class C

AUM$4M

TER1.55%

Holdings165

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

DVFNX Mutual Fund Overlap Analysis

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

DVFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, DVFNX may share significant positions with broad-market funds.

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