DISMX Mutual Fund Analysis & Holdings | MarketXLS

DISMX Mutual Fund

NAV$20.48

AUM$318M

TER0.45%

Holdings1,315

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DISMX Mutual Fund

NAV$20.48

DFA - International Small Cap Growth Portfolio

AUM$318M

TER0.45%

Holdings1,315

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

DISMX Mutual Fund Overlap Analysis

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

DISMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1315 holdings, DISMX may share significant positions with broad-market funds.

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