DVRPX Mutual Fund
DVRPX Mutual Fund
NAV$17.43
AUM$19,682.51
TER0.30%
Holdings32
See how much of DVRPX you already own
DVRPX Mutual Fund
NAV$17.43
UBS US Dividend Ruler Fund Class P2
AUM$19,682.51
TER0.30%
Holdings32
See how much of DVRPX you already own
DVRPX Mutual Fund Overlap Analysis
DVRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DVRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, DVRPX may share significant positions with broad-market funds.
DVRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DVRPX tax-loss harvesting finds highly correlated but non-identical funds.