DFRTX Mutual Fund

NAV$7.37

AUM$10M

TER0.82%

Holdings258

DFRTX Mutual Fund

NAV$7.37

DWS Floating Rate Fund Class Institutional

AUM$10M

TER0.82%

Holdings258

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Holdings Overlap Analysis

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

DFRTX Mutual Fund Overlap Analysis

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

DFRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 258 holdings, DFRTX may share significant positions with broad-market funds.

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