DSSMX Mutual Fund

NAV$9.46

AUM$604M

TER0.23%

Holdings563

DSSMX Mutual Fund

NAV$9.46

DFA Selective State Municipal Bond Portfolio Class Institutional

AUM$604M

TER0.23%

Holdings563

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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 563 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.