DFAPX Mutual Fund
DFAPX Mutual Fund
NAV$10.06
AUM$12.7B
TER0.19%
Holdings850
See how much of DFAPX you already own
DFAPX Mutual Fund
NAV$10.06
DFA Investment Grade Portfolio
AUM$12.7B
TER0.19%
Holdings850
See how much of DFAPX you already own
DFAPX Mutual Fund Overlap Analysis
DFAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 850 holdings, DFAPX may share significant positions with broad-market funds.
DFAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFAPX tax-loss harvesting finds highly correlated but non-identical funds.