DGFAX Mutual Fund
DGFAX Mutual Fund
NAV$31.90
AUM$222M
TER0.95%
Holdings38
See how much of DGFAX you already own
DGFAX Mutual Fund
NAV$31.90
Davis Global Fund Class A
AUM$222M
TER0.95%
Holdings38
See how much of DGFAX you already own
DGFAX Mutual Fund Overlap Analysis
DGFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, DGFAX may share significant positions with broad-market funds.
DGFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGFAX tax-loss harvesting finds highly correlated but non-identical funds.