DFSGX Mutual Fund

NAV$25.68

AUM$54M

TER0.95%

Holdings48

DFSGX Mutual Fund

NAV$25.68

DF Dent Small Cap Growth Fund Institutional Shares

AUM$54M

TER0.95%

Holdings48

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Holdings Overlap Analysis

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

DFSGX Mutual Fund Overlap Analysis

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

DFSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, DFSGX may share significant positions with broad-market funds.

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