DAMDX Mutual Fund Analysis & Holdings | MarketXLS

DAMDX Mutual Fund

NAV$26.36

AUM$16M

TER2.28%

Holdings69

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DAMDX Mutual Fund

NAV$26.36

Dunham Monthly Distribution Fund Class A

AUM$16M

TER2.28%

Holdings69

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

Holdings Overlap Analysis

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

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.