DMREX Mutual Fund
DMREX Mutual Fund
NAV$10.70
AUM$1.8B
TER0.24%
Holdings660
See how much of DMREX you already own
DMREX Mutual Fund
NAV$10.70
DFA Municipal Real Return Portfolio- Institutional Class
AUM$1.8B
TER0.24%
Holdings660
See how much of DMREX you already own
DMREX Mutual Fund Overlap Analysis
DMREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DMREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 660 holdings, DMREX may share significant positions with broad-market funds.
DMREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DMREX tax-loss harvesting finds highly correlated but non-identical funds.