DFSLX Mutual Fund

NAV$24.31

AUM$92M

TER0.85%

Holdings48

DFSLX Mutual Fund

NAV$24.31

DF Dent Small Cap Growth Fund Institutional Plus Class

AUM$92M

TER0.85%

Holdings48

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Holdings Overlap Analysis

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

DFSLX Mutual Fund Overlap Analysis

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

DFSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, DFSLX may share significant positions with broad-market funds.

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