DNDGX Mutual Fund
DNDGX Mutual Fund
NAV$26.49
AUM$76M
TER1.24%
Holdings110
See how much of DNDGX you already own
DNDGX Mutual Fund
NAV$26.49
Dunham Small Cap Growth Fund Class N
AUM$76M
TER1.24%
Holdings110
See how much of DNDGX you already own
DNDGX Mutual Fund Overlap Analysis
DNDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, DNDGX may share significant positions with broad-market funds.
DNDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNDGX tax-loss harvesting finds highly correlated but non-identical funds.