DGSFX Mutual Fund Analysis & Holdings | MarketXLS

DGSFX Mutual Fund

NAV$9.31

AUM$676M

TER0.22%

Holdings263

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DGSFX Mutual Fund

NAV$9.31

DFA Global Sustainability Fixed Income Portfolio Institutional Class

AUM$676M

TER0.22%

Holdings263

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

DGSFX Mutual Fund Overlap Analysis

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

DGSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, DGSFX may share significant positions with broad-market funds.

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