DSHFX Mutual Fund Analysis & Holdings | MarketXLS

DSHFX Mutual Fund

NAV$14.16

AUM$88M

TER1.15%

Holdings215

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DSHFX Mutual Fund

NAV$14.16

Destinations Shelter Fund Class I

AUM$88M

TER1.15%

Holdings215

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DSHFX Mutual Fund Overlap Analysis

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

DSHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 215 holdings, DSHFX may share significant positions with broad-market funds.

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