DFMPX Mutual Fund
DFMPX Mutual Fund
NAV$10.08
AUM$479M
TER0.21%
Holdings399
See how much of DFMPX you already own
DFMPX Mutual Fund
NAV$10.08
DFA Municipal Bond Portfolio - Institutional
AUM$479M
TER0.21%
Holdings399
See how much of DFMPX you already own
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 399 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.