DEMSX Mutual Fund

NAV$28.26

AUM$3.6B

TER0.60%

Holdings1

DEMSX Mutual Fund

NAV$28.26

DFA Emerging Markets Small Cap Portfolio

AUM$3.6B

TER0.60%

Holdings1

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

DEMSX Mutual Fund Overlap Analysis

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

DEMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, DEMSX may share significant positions with broad-market funds.

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