DUTMX Mutual Fund
DUTMX Mutual Fund
NAV$7.25
AUM$3M
TER1.34%
Holdings19
See how much of DUTMX you already own
DUTMX Mutual Fund
NAV$7.25
Dupree Mutual FundsTaxable Municipal Bond Series
AUM$3M
TER1.34%
Holdings19
See how much of DUTMX you already own
DUTMX Mutual Fund Overlap Analysis
DUTMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DUTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, DUTMX may share significant positions with broad-market funds.
DUTMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DUTMX tax-loss harvesting finds highly correlated but non-identical funds.