DFTIX Mutual Fund

NAV$10.08

AUM$1.3B

TER0.19%

Holdings676

DFTIX Mutual Fund

NAV$10.08

DFA Intermediate Term Municipal Bond Portfolio Institutional Class

AUM$1.3B

TER0.19%

Holdings676

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

Holdings Overlap Analysis

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

DFTIX Mutual Fund Overlap Analysis

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

DFTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 676 holdings, DFTIX may share significant positions with broad-market funds.

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