DIMIX Mutual Fund
NAV$12.91
AUM$22M
TER0.39%
Holdings113
DIMIX Mutual Fund
NAV$12.91
BNY Mellon Short Term Municipal Bond Fund Class I
AUM$22M
TER0.39%
Holdings113
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DIMIX Mutual Fund Overlap Analysis
DIMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DIMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, DIMIX may share significant positions with broad-market funds.
DIMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DIMIX tax-loss harvesting finds highly correlated but non-identical funds.