DMNBX Mutual Fund

NAV$9.85

AUM$29M

TER0.30%

Holdings92

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DMNBX Mutual Fund

NAV$9.85

DFA MN Municipal Bond Portfolio Institutional Class

AUM$29M

TER0.30%

Holdings92

See inside every fund you own

$99/yr 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 DMNBX 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 DMNBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DMNBX Mutual Fund Overlap Analysis

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

DMNBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, DMNBX may share significant positions with broad-market funds.

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