DVRUX Mutual Fund
DVRUX Mutual Fund
NAV$18.63
AUM$250M
TER0.65%
Holdings32
See how much of DVRUX you already own
DVRUX Mutual Fund
NAV$18.63
UBS US Dividend Ruler Fund Class P
AUM$250M
TER0.65%
Holdings32
See how much of DVRUX you already own
DVRUX Mutual Fund Overlap Analysis
DVRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DVRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, DVRUX may share significant positions with broad-market funds.
DVRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DVRUX tax-loss harvesting finds highly correlated but non-identical funds.