DFUKX Mutual Fund Analysis & Holdings | MarketXLS

DFUKX Mutual Fund

NAV$33.00

AUM$1.9B

TER0.51%

Holdings1

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DFUKX Mutual Fund

NAV$33.00

DFA United Kingdom Small Company Portfolio Institutional Class

AUM$1.9B

TER0.51%

Holdings1

See inside every fund you own

$149/yr 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 DFUKX 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 DFUKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DFUKX Mutual Fund Overlap Analysis

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

DFUKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, DFUKX may share significant positions with broad-market funds.

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