DAEIX Mutual Fund

NAV$23.76

AUM$75M

TER0.70%

Holdings51

DAEIX Mutual Fund

NAV$23.76

Dean Equity Income Fund

AUM$75M

TER0.70%

Holdings51

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Holdings Overlap Analysis

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

DAEIX Mutual Fund Overlap Analysis

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

DAEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, DAEIX may share significant positions with broad-market funds.

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