DMFZX Mutual Fund
DMFZX Mutual Fund
NAV$9.61
AUM$40M
TER0.69%
Holdings494
See how much of DMFZX you already own
DMFZX Mutual Fund
NAV$9.61
Destinations Municipal Fixed Income Fund Class Z
AUM$40M
TER0.69%
Holdings494
See how much of DMFZX you already own
DMFZX Mutual Fund Overlap Analysis
DMFZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DMFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 494 holdings, DMFZX may share significant positions with broad-market funds.
DMFZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DMFZX tax-loss harvesting finds highly correlated but non-identical funds.