DNMDX Mutual Fund
DNMDX Mutual Fund
NAV$28.47
AUM$290M
TER2.03%
Holdings69
See how much of DNMDX you already own
DNMDX Mutual Fund
NAV$28.47
Dunham Monthly Distribution Fund Class N
AUM$290M
TER2.03%
Holdings69
See how much of DNMDX you already own
DNMDX Mutual Fund Overlap Analysis
DNMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, DNMDX may share significant positions with broad-market funds.
DNMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNMDX tax-loss harvesting finds highly correlated but non-identical funds.