DASPX Mutual Fund

NAV$15.46

AUM$10M

TER1.56%

Holdings10

DASPX Mutual Fund

NAV$15.46

Dunham US Enhanced Market Fund Class A

AUM$10M

TER1.56%

Holdings10

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Holdings Overlap Analysis

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

DASPX Mutual Fund Overlap Analysis

DASPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DASPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, DASPX may share significant positions with broad-market funds.

DASPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DASPX tax-loss harvesting finds highly correlated but non-identical funds.