DNAVX Mutual Fund
DNAVX Mutual Fund
NAV$11.42
AUM$104M
TER1.50%
Holdings44
See how much of DNAVX you already own
DNAVX Mutual Fund
NAV$11.42
Dunham Dynamic Macro Fund Class N
AUM$104M
TER1.50%
Holdings44
See how much of DNAVX you already own
DNAVX Mutual Fund Overlap Analysis
DNAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, DNAVX may share significant positions with broad-market funds.
DNAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNAVX tax-loss harvesting finds highly correlated but non-identical funds.