DSEEX Mutual Fund
DSEEX Mutual Fund
NAV$16.01
AUM$2.8B
TER0.54%
Holdings787
See how much of DSEEX you already own
DSEEX Mutual Fund
NAV$16.01
DoubleLine Shiller Enhanced CAPE - Class I
AUM$2.8B
TER0.54%
Holdings787
See how much of DSEEX you already own
DSEEX Mutual Fund Overlap Analysis
DSEEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DSEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, DSEEX may share significant positions with broad-market funds.
DSEEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DSEEX tax-loss harvesting finds highly correlated but non-identical funds.