DVRIX Mutual Fund

NAV$14.77

AUM$156M

TER1.09%

Holdings1,174

DVRIX Mutual Fund

NAV$14.77

MFS Global Alternative Strategy Fund Class I

AUM$156M

TER1.09%

Holdings1,174

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Holdings Overlap Analysis

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

DVRIX Mutual Fund Overlap Analysis

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

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

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