DAEMX Mutual Fund
NAV$20.46
AUM$8M
TER1.46%
Holdings76
DAEMX Mutual Fund
NAV$20.46
Dunham Emerging Markets Stock Fund Class A
AUM$8M
TER1.46%
Holdings76
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DAEMX Mutual Fund Overlap Analysis
DAEMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DAEMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, DAEMX may share significant positions with broad-market funds.
DAEMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DAEMX tax-loss harvesting finds highly correlated but non-identical funds.