DAFGX Mutual Fund
DAFGX Mutual Fund
NAV$37.21
AUM$21M
TER1.28%
Holdings34
See how much of DAFGX you already own
DAFGX Mutual Fund
NAV$37.21
Dunham Focused Large Cap Growth Fund Class A
AUM$21M
TER1.28%
Holdings34
See how much of DAFGX you already own
DAFGX Mutual Fund Overlap Analysis
DAFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DAFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, DAFGX may share significant positions with broad-market funds.
DAFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DAFGX tax-loss harvesting finds highly correlated but non-identical funds.