DNFGX Mutual Fund
DNFGX Mutual Fund
NAV$38.42
AUM$211M
TER1.03%
Holdings35
DNFGX Mutual Fund
NAV$38.42
Dunham Focused Large Cap Growth Fund Class N
AUM$211M
TER1.03%
Holdings35
DNFGX Mutual Fund Overlap Analysis
DNFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, DNFGX may share significant positions with broad-market funds.
DNFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNFGX tax-loss harvesting finds highly correlated but non-identical funds.