DFFCX Mutual Fund
DFFCX Mutual Fund
NAV$63.46
AUM$30M
TER1.74%
Holdings31
See how much of DFFCX you already own
DFFCX Mutual Fund
NAV$63.46
Davis Financial Fund
AUM$30M
TER1.74%
Holdings31
See how much of DFFCX you already own
DFFCX Mutual Fund Overlap Analysis
DFFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, DFFCX may share significant positions with broad-market funds.
DFFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFFCX tax-loss harvesting finds highly correlated but non-identical funds.