DFLAX Mutual Fund Analysis & Holdings | MarketXLS

DFLAX Mutual Fund

NAV$10.75

AUM$16M

TER1.03%

Holdings267

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DFLAX Mutual Fund

NAV$10.75

BNY Mellon Floating Rate Income Fund Class A

AUM$16M

TER1.03%

Holdings267

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 DFLAX 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 DFLAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 267 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.