DNSVX Mutual Fund

NAV$19.57

AUM$85M

TER1.17%

Holdings203

DNSVX Mutual Fund

NAV$19.57

Dunham Small Cap Value Fund Class N

AUM$85M

TER1.17%

Holdings203

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Holdings Overlap Analysis

Compare DNSVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DNSVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.