DAAIX Mutual Fund
DAAIX Mutual Fund
NAV$8.69
AUM$13M
TER1.16%
Holdings79
See how much of DAAIX you already own
DAAIX Mutual Fund
NAV$8.69
Dunham Long/Short Credit Fund Class A
AUM$13M
TER1.16%
Holdings79
See how much of DAAIX you already own
DAAIX Mutual Fund Overlap Analysis
DAAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DAAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, DAAIX may share significant positions with broad-market funds.
DAAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DAAIX tax-loss harvesting finds highly correlated but non-identical funds.