DBLDX Mutual Fund

NAV$5.95

AUM$51M

TER0.51%

Holdings61

DBLDX Mutual Fund

NAV$5.95

DoubleLine Long Duration Total Return Bond Fund Class I

AUM$51M

TER0.51%

Holdings61

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Holdings Overlap Analysis

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

DBLDX Mutual Fund Overlap Analysis

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

DBLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, DBLDX may share significant positions with broad-market funds.

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