DFAIX Mutual Fund
DFAIX Mutual Fund
NAV$10.75
AUM$2.3B
TER0.22%
Holdings707
See how much of DFAIX you already own
DFAIX Mutual Fund
NAV$10.75
DFA Short-Duration Real Return Portfolio Inst Cl
AUM$2.3B
TER0.22%
Holdings707
See how much of DFAIX you already own
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.