DFDSX Mutual Fund
DFDSX Mutual Fund
NAV$25.83
AUM$20M
TER1.05%
Holdings48
See how much of DFDSX you already own
DFDSX Mutual Fund
NAV$25.83
DF Dent Small Cap Growth Fund
AUM$20M
TER1.05%
Holdings48
See how much of DFDSX you already own
DFDSX Mutual Fund Overlap Analysis
DFDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, DFDSX may share significant positions with broad-market funds.
DFDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFDSX tax-loss harvesting finds highly correlated but non-identical funds.