DFSHX Mutual Fund Analysis & Holdings | MarketXLS

DFSHX Mutual Fund

NAV$9.41

AUM$1.1B

TER0.17%

Holdings501

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DFSHX Mutual Fund

NAV$9.41

DFA Selectively Hedged Global Fixed Income Portfolio

AUM$1.1B

TER0.17%

Holdings501

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

DFSHX Mutual Fund Overlap Analysis

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

DFSHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 501 holdings, DFSHX may share significant positions with broad-market funds.

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