DASVX Mutual Fund
DASVX Mutual Fund
NAV$19.09
AUM$6M
TER1.42%
Holdings203
See how much of DASVX you already own
DASVX Mutual Fund
NAV$19.09
Dunham Small Cap Value Fund Class A
AUM$6M
TER1.42%
Holdings203
See how much of DASVX you already own
DASVX Mutual Fund Overlap Analysis
DASVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DASVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, DASVX may share significant positions with broad-market funds.
DASVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DASVX tax-loss harvesting finds highly correlated but non-identical funds.