DFNDX Mutual Fund

NAV$11.36

AUM$91M

TER1.80%

Holdings17

DFNDX Mutual Fund

NAV$11.36

Kensington Defender Fund Class Institutional

AUM$91M

TER1.80%

Holdings17

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare DFNDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DFNDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DFNDX Mutual Fund Overlap Analysis

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

DFNDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, DFNDX may share significant positions with broad-market funds.

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