DWOCX Mutual Fund

NAV$14.13

AUM$2M

TER1.75%

Holdings57

See how much of DWOCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

DWOCX Mutual Fund

NAV$14.13

BNY Mellon Research Growth Fund Inc Class C

AUM$2M

TER1.75%

Holdings57

See how much of DWOCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare DWOCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DWOCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DWOCX Mutual Fund Overlap Analysis

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

DWOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, DWOCX may share significant positions with broad-market funds.

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