DCMDX Mutual Fund
NAV$16.52
AUM$10M
TER3.03%
Holdings69
DCMDX Mutual Fund
NAV$16.52
Dunham Monthly Distribution Fund Class C
AUM$10M
TER3.03%
Holdings69

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DCMDX Mutual Fund Overlap Analysis
DCMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, DCMDX may share significant positions with broad-market funds.
DCMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCMDX tax-loss harvesting finds highly correlated but non-identical funds.