DCAVX Mutual Fund
DCAVX Mutual Fund
NAV$10.23
AUM$1M
TER2.50%
Holdings42
See how much of DCAVX you already own
DCAVX Mutual Fund
NAV$10.23
Dunham Dynamic Macro Fund Class C
AUM$1M
TER2.50%
Holdings42
See how much of DCAVX you already own
DCAVX Mutual Fund Overlap Analysis
DCAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, DCAVX may share significant positions with broad-market funds.
DCAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCAVX tax-loss harvesting finds highly correlated but non-identical funds.