DGICX Mutual Fund
DGICX Mutual Fund
NAV$13.36
AUM$334,888.79
TER2.45%
Holdings136
See how much of DGICX you already own
DGICX Mutual Fund
NAV$13.36
DGI Balanced Fund Class C
AUM$334,888.79
TER2.45%
Holdings136
See how much of DGICX you already own
DGICX Mutual Fund Overlap Analysis
DGICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, DGICX may share significant positions with broad-market funds.
DGICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGICX tax-loss harvesting finds highly correlated but non-identical funds.