DMREX Mutual Fund Holdings Overlap Calculator | MarketXLS

DMREX Mutual Fund

NAV$10.76

AUM$1.8B

TER0.24%

Holdings664

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DMREX Mutual Fund

NAV$10.76

DFA Municipal Real Return Portfolio- Institutional Class

AUM$1.8B

TER0.24%

Holdings664

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

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 664 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.