DALVX Mutual Fund Analysis & Holdings | MarketXLS

DALVX Mutual Fund

NAV$25.37

AUM$20M

TER1.42%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DALVX Mutual Fund

NAV$25.37

Dunham Large Cap Value Fund Class A

AUM$20M

TER1.42%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Similar to DALVX

Mutual Funds tracking PRO

Loading similar mutual funds...

DALVX Mutual Fund Similar Funds

DALVX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include LIRTX, LBDRX, ARDGX, SLX, SLVYX.

DALVX alternatives help with portfolio diversification and cost optimization. DALVX overlap analysis shows shared holdings with similar funds. DALVX tax-loss harvesting finds correlated substitutes.