DWOAX Mutual Fund Holdings Overlap Calculator | MarketXLS

DWOAX Mutual Fund

NAV$20.03

AUM$721M

TER1.00%

Holdings62

See what you own twice

Check DWOAX against your other funds. Free for up to 5.

Check my overlap

DWOAX Mutual Fund

NAV$20.03

BNY Mellon Research Growth Fund Inc Class A

AUM$721M

TER1.00%

Holdings62

See what you own twice

Check DWOAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DWOAX Mutual Fund Overlap Analysis

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

DWOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DWOAX may share significant positions with broad-market funds.

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