DAMDX Mutual Fund
DAMDX Mutual Fund
NAV$26.41
AUM$16M
TER2.28%
Holdings69
See how much of DAMDX you already own
DAMDX Mutual Fund
NAV$26.41
Dunham Monthly Distribution Fund Class A
AUM$16M
TER2.28%
Holdings69
See how much of DAMDX you already own
DAMDX Mutual Fund Overlap Analysis
DAMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DAMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, DAMDX may share significant positions with broad-market funds.
DAMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DAMDX tax-loss harvesting finds highly correlated but non-identical funds.