DASCX Mutual Fund
NAV$23.69
AUM$193M
TER1.15%
Holdings62
DASCX Mutual Fund
NAV$23.69
Dean Small Cap Value Fund
AUM$193M
TER1.15%
Holdings62

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
DASCX Mutual Fund Overlap Analysis
DASCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DASCX may share significant positions with broad-market funds.
DASCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DASCX tax-loss harvesting finds highly correlated but non-identical funds.