DSSMX Mutual Fund

NAV$9.38

AUM$604M

TER0.23%

Holdings592

See how much of DSSMX you already own

Just $25 once·$99/mo·Download sample

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DSSMX Mutual Fund

NAV$9.38

DFA Selective State Municipal Bond Portfolio Class Institutional

AUM$604M

TER0.23%

Holdings592

See how much of DSSMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

DSSMX Mutual Fund Overlap Analysis

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

DSSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 592 holdings, DSSMX may share significant positions with broad-market funds.

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