DFMLX Mutual Fund
DFMLX Mutual Fund
NAV$37.33
AUM$35M
TER0.79%
Holdings37
See how much of DFMLX you already own
DFMLX Mutual Fund
NAV$37.33
DF Dent MidCap Growth Fund Institutional Plus Class
AUM$35M
TER0.79%
Holdings37
See how much of DFMLX you already own
DFMLX Mutual Fund Overlap Analysis
DFMLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFMLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, DFMLX may share significant positions with broad-market funds.
DFMLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFMLX tax-loss harvesting finds highly correlated but non-identical funds.