DFWVX Mutual Fund

NAV$20.05

AUM$631M

TER0.37%

Holdings3

DFWVX Mutual Fund

NAV$20.05

World ex US Value Portfolio Insti Class

AUM$631M

TER0.37%

Holdings3

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Holdings Overlap Analysis

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

DFWVX Mutual Fund Overlap Analysis

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

DFWVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, DFWVX may share significant positions with broad-market funds.

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