DNFGX Mutual Fund
DNFGX Mutual Fund
NAV$40.11
AUM$226M
TER1.03%
Holdings34
See how much of DNFGX you already own
DNFGX Mutual Fund
NAV$40.11
Dunham Focused Large Cap Growth Fund Class N
AUM$226M
TER1.03%
Holdings34
See how much of DNFGX you already own
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 34 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.