DBFRX Mutual Fund
DBFRX Mutual Fund
NAV$8.93
AUM$81M
TER0.80%
Holdings343
See how much of DBFRX you already own
DBFRX Mutual Fund
NAV$8.93
DoubleLine Floating Rate Fund Class I
AUM$81M
TER0.80%
Holdings343
See how much of DBFRX you already own
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.