DSFIX Mutual Fund

NAV$9.04

AUM$752M

TER0.22%

Holdings428

DSFIX Mutual Fund

NAV$9.04

DFA Social Fixed Income Portfolio - Institutional

AUM$752M

TER0.22%

Holdings428

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Holdings Overlap Analysis

Compare DSFIX 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 DSFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DSFIX Mutual Fund Overlap Analysis

DSFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DSFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 428 holdings, DSFIX may share significant positions with broad-market funds.

DSFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DSFIX tax-loss harvesting finds highly correlated but non-identical funds.