DAREX Mutual Fund
DAREX Mutual Fund
NAV$15.28
AUM$6M
TER1.73%
Holdings44
Do a full portfolio x-ray with DAREX
DAREX Mutual Fund
NAV$15.28
Dunham Real Estate Stock Fund Class A
AUM$6M
TER1.73%
Holdings44
Do a full portfolio x-ray with DAREX
DAREX Mutual Fund Overlap Analysis
DAREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DAREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, DAREX may share significant positions with broad-market funds.
DAREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DAREX tax-loss harvesting finds highly correlated but non-identical funds.