DFNRX Mutual Fund

NAV$11.45

AUM$16M

TER2.74%

Holdings17

DFNRX Mutual Fund

NAV$11.45

Kensington Defender Fund Class R

AUM$16M

TER2.74%

Holdings17

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Holdings Overlap Analysis

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

DFNRX Mutual Fund Overlap Analysis

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

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

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