DFLIX Mutual Fund

NAV$10.72

AUM$251M

TER0.78%

Holdings271

See how much of DFLIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

DFLIX Mutual Fund

NAV$10.72

BNY Mellon Floating Rate Income Fund Class I

AUM$251M

TER0.78%

Holdings271

See how much of DFLIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

DFLIX Mutual Fund Overlap Analysis

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

DFLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 271 holdings, DFLIX may share significant positions with broad-market funds.

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