DFMAX Mutual Fund Analysis & Holdings | MarketXLS

DFMAX Mutual Fund

NAV$39.05

AUM$62M

TER1.15%

Holdings52

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DFMAX Mutual Fund

NAV$39.05

Davidson Multi-Cap Equity Fund Class A

AUM$62M

TER1.15%

Holdings52

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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DFMAX Mutual Fund Similar Funds

DFMAX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include IOLZX, ICBMX, DFMIX, DGOCX, ICBAX.

DFMAX alternatives help with portfolio diversification and cost optimization. DFMAX overlap shows shared holdings with similar funds. DFMAX tax-loss harvesting finds correlated substitutes.