DCDGX Mutual Fund
NAV$15.09
AUM$2M
TER2.25%
Holdings110
DCDGX Mutual Fund
NAV$15.09
Dunham Small Cap Growth Fund Class C
AUM$2M
TER2.25%
Holdings110
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.