DFMPX Mutual Fund

NAV$10.09

AUM$466M

TER0.21%

Holdings363

DFMPX Mutual Fund

NAV$10.09

DFA Municipal Bond Portfolio - Institutional

AUM$466M

TER0.21%

Holdings363

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

Holdings Overlap Analysis

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

DFMPX Mutual Fund Overlap Analysis

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

DFMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 363 holdings, DFMPX may share significant positions with broad-market funds.

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