DALCX Mutual Fund

NAV$31.25

AUM$277M

TER0.85%

Holdings58

DALCX Mutual Fund

NAV$31.25

Dean Mid Cap Value Fund

AUM$277M

TER0.85%

Holdings58

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Holdings Overlap Analysis

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

DALCX Mutual Fund Overlap Analysis

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

DALCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, DALCX may share significant positions with broad-market funds.

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