DLFIX Mutual Fund

NAV$9.02

AUM$14M

TER0.57%

Holdings1,620

DLFIX Mutual Fund

NAV$9.02

DoubleLine Core Fixed Income Fund Class I2

AUM$14M

TER0.57%

Holdings1,620

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Holdings Overlap Analysis

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

DLFIX Mutual Fund Overlap Analysis

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

DLFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1620 holdings, DLFIX may share significant positions with broad-market funds.

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