DVICX Mutual Fund

NAV$10.40

AUM$4M

TER1.61%

Holdings108

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DVICX Mutual Fund

NAV$10.40

Nomura Tax-Free Idaho Fund Class C

AUM$4M

TER1.61%

Holdings108

See inside every fund you own

$99/yr 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 DVICX 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 DVICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DVICX Mutual Fund Overlap Analysis

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

DVICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, DVICX may share significant positions with broad-market funds.

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