DFCMX Mutual Fund
DFCMX Mutual Fund
NAV$10.20
AUM$916M
TER0.19%
Holdings351
See how much of DFCMX you already own
DFCMX Mutual Fund
NAV$10.20
DFA California Short Term Municipal Bond Portfolio
AUM$916M
TER0.19%
Holdings351
See how much of DFCMX you already own
DFCMX Mutual Fund Overlap Analysis
DFCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 351 holdings, DFCMX may share significant positions with broad-market funds.
DFCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFCMX tax-loss harvesting finds highly correlated but non-identical funds.