DCDGX Mutual Fund
DCDGX Mutual Fund
NAV$14.35
AUM$2M
TER2.25%
Holdings110
See how much of DCDGX you already own
DCDGX Mutual Fund
NAV$14.35
Dunham Small Cap Growth Fund Class C
AUM$2M
TER2.25%
Holdings110
See how much of DCDGX you already own
DCDGX Mutual Fund Overlap Analysis
DCDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, DCDGX may share significant positions with broad-market funds.
DCDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCDGX tax-loss harvesting finds highly correlated but non-identical funds.