DVRFX Mutual Fund

NAV$13.96

AUM$213,394.21

TER2.09%

Holdings1,174

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DVRFX Mutual Fund

NAV$13.96

MFS Global Alternative Strategy Fund Class R1

AUM$213,394.21

TER2.09%

Holdings1,174

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

DVRFX Mutual Fund Overlap Analysis

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

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

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