DFLAX Mutual Fund
DFLAX Mutual Fund
NAV$10.77
AUM$16M
TER1.03%
Holdings271
See how much of DFLAX you already own
DFLAX Mutual Fund
NAV$10.77
BNY Mellon Floating Rate Income Fund Class A
AUM$16M
TER1.03%
Holdings271
See how much of DFLAX you already own
DFLAX Mutual Fund Overlap Analysis
DFLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 271 holdings, DFLAX may share significant positions with broad-market funds.
DFLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFLAX tax-loss harvesting finds highly correlated but non-identical funds.