DAIOX Mutual Fund
NAV$7.86
AUM$4M
TER1.91%
Holdings551
DAIOX Mutual Fund
NAV$7.86
Dunham International Opportunity Bond Cl A
AUM$4M
TER1.91%
Holdings551
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DAIOX Mutual Fund Overlap Analysis
DAIOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DAIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 551 holdings, DAIOX may share significant positions with broad-market funds.
DAIOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DAIOX tax-loss harvesting finds highly correlated but non-identical funds.