DFDPX Mutual Fund
DFDPX Mutual Fund
NAV$37.55
AUM$209M
TER0.99%
Holdings38
See how much of DFDPX you already own
DFDPX Mutual Fund
NAV$37.55
DF Dent Premier Growth Fund
AUM$209M
TER0.99%
Holdings38
See how much of DFDPX you already own
DFDPX Mutual Fund Overlap Analysis
DFDPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFDPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, DFDPX may share significant positions with broad-market funds.
DFDPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFDPX tax-loss harvesting finds highly correlated but non-identical funds.