DASCX Mutual Fund
DASCX Mutual Fund
NAV$23.79
AUM$196M
TER1.16%
Holdings62
See how much of DASCX you already own
DASCX Mutual Fund
NAV$23.79
Dean Small Cap Value Fund
AUM$196M
TER1.16%
Holdings62
See how much of DASCX you already own
DASCX Mutual Fund Overlap Analysis
DASCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DASCX may share significant positions with broad-market funds.
DASCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DASCX tax-loss harvesting finds highly correlated but non-identical funds.