DALVX Mutual Fund

NAV$25.25

AUM$20M

TER1.42%

Holdings76

DALVX Mutual Fund

NAV$25.25

Dunham Large Cap Value Fund Class A

AUM$20M

TER1.42%

Holdings76

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Holdings Overlap Analysis

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

DALVX Mutual Fund Overlap Analysis

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

DALVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, DALVX may share significant positions with broad-market funds.

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