DNREX Mutual Fund
DNREX Mutual Fund
NAV$15.03
AUM$68M
TER1.48%
Holdings44
See how much of DNREX you already own
DNREX Mutual Fund
NAV$15.03
Dunham Real Estate Stock Fund Class N
AUM$68M
TER1.48%
Holdings44
See how much of DNREX you already own
DNREX Mutual Fund Overlap Analysis
DNREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, DNREX may share significant positions with broad-market funds.
DNREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNREX tax-loss harvesting finds highly correlated but non-identical funds.