DADGX Mutual Fund
DADGX Mutual Fund
NAV$24.05
AUM$9M
TER1.49%
Holdings110
See how much of DADGX you already own
DADGX Mutual Fund
NAV$24.05
Dunham Small Cap Growth Fund Class A
AUM$9M
TER1.49%
Holdings110
See how much of DADGX you already own
DADGX Mutual Fund Overlap Analysis
DADGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DADGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, DADGX may share significant positions with broad-market funds.
DADGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DADGX tax-loss harvesting finds highly correlated but non-identical funds.