DCSPX Mutual Fund Analysis & Holdings | MarketXLS

DCSPX Mutual Fund

NAV$15.36

AUM$1M

TER2.30%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DCSPX Mutual Fund

NAV$15.36

Dunham US Enhanced Market Fund Class C

AUM$1M

TER2.30%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DCSPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DCSPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DCSPX Mutual Fund Overlap Analysis

DCSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DCSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, DCSPX may share significant positions with broad-market funds.

DCSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCSPX tax-loss harvesting finds highly correlated but non-identical funds.