DVRCX Mutual Fund

NAV$14.25

AUM$2M

TER2.09%

Holdings1,429

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DVRCX Mutual Fund

NAV$14.25

MFS Global Alternative Strategy Fund Class C

AUM$2M

TER2.09%

Holdings1,429

See how much of DVRCX you already own

Just $25 once·$99/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 DVRCX 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 DVRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DVRCX Mutual Fund Overlap Analysis

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

DVRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1429 holdings, DVRCX may share significant positions with broad-market funds.

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