DLDYX Mutual Fund
DLDYX Mutual Fund
NAV$62.59
AUM$93M
TER0.80%
Holdings42
See how much of DLDYX you already own
DLDYX Mutual Fund
NAV$62.59
BNY Mellon Natural Resources Fund Class Y
AUM$93M
TER0.80%
Holdings42
See how much of DLDYX you already own
DLDYX Mutual Fund Overlap Analysis
DLDYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DLDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, DLDYX may share significant positions with broad-market funds.
DLDYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DLDYX tax-loss harvesting finds highly correlated but non-identical funds.