DFGFX Mutual Fund Analysis & Holdings | MarketXLS

DFGFX Mutual Fund

NAV$9.81

AUM$4.7B

TER0.16%

Holdings260

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DFGFX Mutual Fund

NAV$9.81

DFA Two-Year Global Fixed Income Portfolio

AUM$4.7B

TER0.16%

Holdings260

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

DFGFX Mutual Fund Overlap Analysis

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

DFGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 260 holdings, DFGFX may share significant positions with broad-market funds.

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