DCAIX Mutual Fund

NAV$8.20

AUM$2M

TER1.91%

Holdings79

DCAIX Mutual Fund

NAV$8.20

Dunham Long/Short Credit Fund Class C

AUM$2M

TER1.91%

Holdings79

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

Holdings Overlap Analysis

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

DCAIX Mutual Fund Overlap Analysis

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

DCAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, DCAIX may share significant positions with broad-market funds.

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