DBFRX Mutual Fund Analysis & Holdings | MarketXLS

DBFRX Mutual Fund

NAV$8.93

AUM$81M

TER0.80%

Holdings343

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DBFRX Mutual Fund

NAV$8.93

DoubleLine Floating Rate Fund Class I

AUM$81M

TER0.80%

Holdings343

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DBFRX Mutual Fund Overlap Analysis

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

DBFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 343 holdings, DBFRX may share significant positions with broad-market funds.

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