DFSLX Mutual Fund
DFSLX Mutual Fund
NAV$26.10
AUM$96M
TER0.85%
Holdings48
See how much of DFSLX you already own
DFSLX Mutual Fund
NAV$26.10
DF Dent Small Cap Growth Fund Institutional Plus Class
AUM$96M
TER0.85%
Holdings48
See how much of DFSLX you already own
DFSLX Mutual Fund Overlap Analysis
DFSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, DFSLX may share significant positions with broad-market funds.
DFSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFSLX tax-loss harvesting finds highly correlated but non-identical funds.