DACGX Mutual Fund

NAV$12.25

AUM$13M

TER1.27%

Holdings679

DACGX Mutual Fund

NAV$12.25

Dunham Corporate/Government Bond Fund Class A

AUM$13M

TER1.27%

Holdings679

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare DACGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DACGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DACGX Mutual Fund Overlap Analysis

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

DACGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 679 holdings, DACGX may share significant positions with broad-market funds.

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