DCIBX Mutual Fund
DCIBX Mutual Fund
NAV$10.22
AUM$413M
TER0.21%
Holdings380
See how much of DCIBX you already own
DCIBX Mutual Fund
NAV$10.22
DFA California Intermediate-Term Municipal Bond Portfolio
AUM$413M
TER0.21%
Holdings380
See how much of DCIBX you already own
DCIBX Mutual Fund Overlap Analysis
DCIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 380 holdings, DCIBX may share significant positions with broad-market funds.
DCIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCIBX tax-loss harvesting finds highly correlated but non-identical funds.