DCMDX Mutual Fund
DCMDX Mutual Fund
NAV$16.37
AUM$10M
TER3.03%
Holdings69
See how much of DCMDX you already own
DCMDX Mutual Fund
NAV$16.37
Dunham Monthly Distribution Fund Class C
AUM$10M
TER3.03%
Holdings69
See how much of DCMDX you already own
DCMDX Mutual Fund Overlap Analysis
DCMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, DCMDX may share significant positions with broad-market funds.
DCMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCMDX tax-loss harvesting finds highly correlated but non-identical funds.