DNSVX Mutual Fund
DNSVX Mutual Fund
NAV$19.53
AUM$88M
TER1.17%
Holdings203
See how much of DNSVX you already own
DNSVX Mutual Fund
NAV$19.53
Dunham Small Cap Value Fund Class N
AUM$88M
TER1.17%
Holdings203
See how much of DNSVX you already own
DNSVX Mutual Fund Overlap Analysis
DNSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, DNSVX may share significant positions with broad-market funds.
DNSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNSVX tax-loss harvesting finds highly correlated but non-identical funds.