DALCX Mutual Fund

NAV$30.24

AUM$270M

TER0.85%

Holdings58

See how much of DALCX you already own

Just $25 once·$99/mo·Download sample

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DALCX Mutual Fund

NAV$30.24

Dean Mid Cap Value Fund

AUM$270M

TER0.85%

Holdings58

See how much of DALCX 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 DALCX 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 DALCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DALCX Mutual Fund Overlap Analysis

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

DALCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, DALCX may share significant positions with broad-market funds.

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