NYVBX Mutual Fund

NAV$16.86

AUM$2M

TER1.75%

Holdings47

NYVBX Mutual Fund

NAV$16.86

Davis New York Venture Fund B

AUM$2M

TER1.75%

Holdings47

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Holdings Overlap Analysis

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

NYVBX Mutual Fund Overlap Analysis

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

NYVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, NYVBX may share significant positions with broad-market funds.

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