DLSIX Mutual Fund
DLSIX Mutual Fund
NAV$16.01
AUM$105,599.83
TER0.60%
Holdings787
See how much of DLSIX you already own
DLSIX Mutual Fund
NAV$16.01
DoubleLine Shiller Enhanced CAPE Class I2
AUM$105,599.83
TER0.60%
Holdings787
See how much of DLSIX you already own
DLSIX Mutual Fund Overlap Analysis
DLSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DLSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, DLSIX may share significant positions with broad-market funds.
DLSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DLSIX tax-loss harvesting finds highly correlated but non-identical funds.