DCARX Mutual Fund Analysis & Holdings | MarketXLS

DCARX Mutual Fund

NAV$10.67

AUM$391M

TER0.25%

Holdings361

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DCARX Mutual Fund

NAV$10.67

DFA California Municipal Real Return Portfolio Institutional Class

AUM$391M

TER0.25%

Holdings361

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 DCARX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DCARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 361 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.