DVRPX Mutual Fund Analysis & Holdings | MarketXLS

DVRPX Mutual Fund

NAV$17.43

AUM$19,682.51

TER0.30%

Holdings32

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DVRPX Mutual Fund

NAV$17.43

UBS US Dividend Ruler Fund Class P2

AUM$19,682.51

TER0.30%

Holdings32

See inside every fund you own

$45/quarter 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 DVRPX 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 DVRPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.