SPDCX Mutual Fund

NAV$13.03

AUM$1M

TER1.72%

Holdings30

SPDCX Mutual Fund

NAV$13.03

DWS Multi-Asset Conservative Allocation Fund Class C

AUM$1M

TER1.72%

Holdings30

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

Holdings Overlap Analysis

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

SPDCX Mutual Fund Overlap Analysis

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

SPDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, SPDCX may share significant positions with broad-market funds.

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