DCFRX Mutual Fund
DCFRX Mutual Fund
NAV$8.36
AUM$4M
TER1.84%
Holdings279
See how much of DCFRX you already own
DCFRX Mutual Fund
NAV$8.36
Dunham Floating Rate Bond Fund Cl C
AUM$4M
TER1.84%
Holdings279
See how much of DCFRX you already own
DCFRX Mutual Fund Overlap Analysis
DCFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 279 holdings, DCFRX may share significant positions with broad-market funds.
DCFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCFRX tax-loss harvesting finds highly correlated but non-identical funds.