DAABX Mutual Fund

NAV$25.81

AUM$635M

TER0.33%

Holdings988

DAABX Mutual Fund

NAV$25.81

DFA US Sustainability Targeted Value Portfolio

AUM$635M

TER0.33%

Holdings988

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Holdings Overlap Analysis

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

DAABX Mutual Fund Overlap Analysis

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

DAABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 988 holdings, DAABX may share significant positions with broad-market funds.

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