DFFCX Mutual Fund
NAV$62.19
AUM$29M
TER1.74%
Holdings31
DFFCX Mutual Fund
NAV$62.19
Davis Financial Fund
AUM$29M
TER1.74%
Holdings31

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DFFCX Mutual Fund Overlap Analysis
DFFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, DFFCX may share significant positions with broad-market funds.
DFFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFFCX tax-loss harvesting finds highly correlated but non-identical funds.