DFAIX Mutual Fund

NAV$10.76

AUM$2.3B

TER0.22%

Holdings707

DFAIX Mutual Fund

NAV$10.76

DFA Short-Duration Real Return Portfolio Inst Cl

AUM$2.3B

TER0.22%

Holdings707

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Holdings Overlap Analysis

Compare DFAIX 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 DFAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DFAIX Mutual Fund Overlap Analysis

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

DFAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 707 holdings, DFAIX may share significant positions with broad-market funds.

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