DYGIX Mutual Fund Analysis & Holdings | MarketXLS

DYGIX Mutual Fund

NAV$17.07

AUM$521M

TER1.16%

Holdings232

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DYGIX Mutual Fund

NAV$17.07

Meeder Dynamic Allocation Fund Institutional Class

AUM$521M

TER1.16%

Holdings232

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

DYGIX Mutual Fund Overlap Analysis

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

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

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