DVRBX Mutual Fund

NAV$14.23

AUM$53,222.73

TER2.09%

Holdings1,174

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DVRBX Mutual Fund

NAV$14.23

MFS Global Alternative Strategy Fund Class B

AUM$53,222.73

TER2.09%

Holdings1,174

See how much of DVRBX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DVRBX Mutual Fund Overlap Analysis

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

DVRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1174 holdings, DVRBX may share significant positions with broad-market funds.

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