DCFGX Mutual Fund
DCFGX Mutual Fund
NAV$30.54
AUM$7M
TER2.03%
Holdings35
See how much of DCFGX you already own
DCFGX Mutual Fund
NAV$30.54
Dunham Focused Large Cap Growth Fund Class C
AUM$7M
TER2.03%
Holdings35
See how much of DCFGX you already own
DCFGX Mutual Fund Overlap Analysis
DCFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, DCFGX may share significant positions with broad-market funds.
DCFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCFGX tax-loss harvesting finds highly correlated but non-identical funds.