DFGEX Mutual Fund

NAV$11.83

AUM$7.8B

TER0.22%

Holdings136

DFGEX Mutual Fund

NAV$11.83

DFA Global Real Estate Securities Portfolio

AUM$7.8B

TER0.22%

Holdings136

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Holdings Overlap Analysis

Compare DFGEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DFGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DFGEX Mutual Fund Overlap Analysis

DFGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DFGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, DFGEX may share significant positions with broad-market funds.

DFGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFGEX tax-loss harvesting finds highly correlated but non-identical funds.