DVRLX Mutual Fund
DVRLX Mutual Fund
NAV$14.80
AUM$18M
TER1.01%
Holdings1,174
See how much of DVRLX you already own
DVRLX Mutual Fund
NAV$14.80
MFS Global Alternative Strategy Fund Class R5
AUM$18M
TER1.01%
Holdings1,174
See how much of DVRLX you already own
DVRLX Mutual Fund Overlap Analysis
DVRLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DVRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1174 holdings, DVRLX may share significant positions with broad-market funds.
DVRLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DVRLX tax-loss harvesting finds highly correlated but non-identical funds.