DCARX Mutual Fund
DCARX Mutual Fund
NAV$10.66
AUM$395M
TER0.25%
Holdings373
See how much of DCARX you already own
DCARX Mutual Fund
NAV$10.66
DFA California Municipal Real Return Portfolio Institutional Class
AUM$395M
TER0.25%
Holdings373
See how much of DCARX you already own
DCARX Mutual Fund Overlap Analysis
DCARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 373 holdings, DCARX may share significant positions with broad-market funds.
DCARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCARX tax-loss harvesting finds highly correlated but non-identical funds.