DNAIX Mutual Fund

NAV$8.70

AUM$329M

TER0.91%

Holdings79

DNAIX Mutual Fund

NAV$8.70

Dunham Long/Short Credit Fund Class N

AUM$329M

TER0.91%

Holdings79

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Holdings Overlap Analysis

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

DNAIX Mutual Fund Overlap Analysis

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

DNAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, DNAIX may share significant positions with broad-market funds.

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