DAREX Mutual Fund
DAREX Mutual Fund
NAV$14.82
AUM$6M
TER1.73%
Holdings44
See how much of DAREX you already own
DAREX Mutual Fund
NAV$14.82
Dunham Real Estate Stock Fund Class A
AUM$6M
TER1.73%
Holdings44
See how much of DAREX you already own
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.