DACGX Mutual Fund

NAV$12.24

AUM$12M

TER1.27%

Holdings702

See how much of DACGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

DACGX Mutual Fund

NAV$12.24

Dunham Corporate/Government Bond Fund Class A

AUM$12M

TER1.27%

Holdings702

See how much of DACGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DACGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DACGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DACGX Mutual Fund Overlap Analysis

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

DACGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 702 holdings, DACGX may share significant positions with broad-market funds.

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