DAFRX Mutual Fund

NAV$8.30

AUM$8M

TER1.34%

Holdings279

DAFRX Mutual Fund

NAV$8.30

Dunham Floating Rate Bond Fund Cl A

AUM$8M

TER1.34%

Holdings279

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Holdings Overlap Analysis

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

DAFRX Mutual Fund Overlap Analysis

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

DAFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 279 holdings, DAFRX may share significant positions with broad-market funds.

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