DUALX Mutual Fund Analysis & Holdings | MarketXLS

DUALX Mutual Fund

NAV$11.35

AUM$18M

TER0.86%

Holdings66

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DUALX Mutual Fund

NAV$11.35

Dupree Mutual Funds Alabama Tax-Free Income Series

AUM$18M

TER0.86%

Holdings66

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

DUALX Mutual Fund Overlap Analysis

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

DUALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, DUALX may share significant positions with broad-market funds.

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