DASPX Mutual Fund
DASPX Mutual Fund
NAV$15.30
AUM$10M
TER1.56%
Holdings10
See how much of DASPX you already own
DASPX Mutual Fund
NAV$15.30
Dunham US Enhanced Market Fund Class A
AUM$10M
TER1.56%
Holdings10
See how much of DASPX you already own
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.