DVMHX Mutual Fund Analysis & Holdings | MarketXLS

DVMHX Mutual Fund

NAV$9.91

AUM$79M

TER0.84%

Holdings224

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DVMHX Mutual Fund

NAV$9.91

Nomura Minnesota High-Yield Municipal Bond Fund Class A

AUM$79M

TER0.84%

Holdings224

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

Compare With

🔍

Discover Portfolio Overlap

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

DVMHX Mutual Fund Overlap Analysis

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

DVMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, DVMHX may share significant positions with broad-market funds.

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