DYGAX Mutual Fund

NAV$17.00

AUM$36M

TER1.09%

Holdings232

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DYGAX Mutual Fund

NAV$17.00

Meeder Dynamic Allocation Fund Adviser Class

AUM$36M

TER1.09%

Holdings232

See how much of DYGAX 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 DYGAX 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 DYGAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DYGAX Mutual Fund Overlap Analysis

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

DYGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 232 holdings, DYGAX may share significant positions with broad-market funds.

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