DCSVX Mutual Fund
DCSVX Mutual Fund
NAV$14.81
AUM$2M
TER2.17%
Holdings203
See how much of DCSVX you already own
DCSVX Mutual Fund
NAV$14.81
Dunham Small Cap Value Fund Class C
AUM$2M
TER2.17%
Holdings203
See how much of DCSVX you already own
DCSVX Mutual Fund Overlap Analysis
DCSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, DCSVX may share significant positions with broad-market funds.
DCSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCSVX tax-loss harvesting finds highly correlated but non-identical funds.