DESAX Mutual Fund
DESAX Mutual Fund
NAV$30.12
AUM$46M
TER0.80%
Holdings95
DESAX Mutual Fund
NAV$30.12
DWS Enhanced Core Equity Fund Class A
AUM$46M
TER0.80%
Holdings95
DESAX Mutual Fund Overlap Analysis
DESAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DESAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, DESAX may share significant positions with broad-market funds.
DESAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DESAX tax-loss harvesting finds highly correlated but non-identical funds.