DFXIX Mutual Fund Analysis & Holdings | MarketXLS

DFXIX Mutual Fund

NAV$9.26

AUM$1.7B

TER0.15%

Holdings8

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DFXIX Mutual Fund

NAV$9.26

DFA Diversified Fixed Income Portfolio - Institutional

AUM$1.7B

TER0.15%

Holdings8

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

DFXIX Mutual Fund Overlap Analysis

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

DFXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, DFXIX may share significant positions with broad-market funds.

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