DLSIX Mutual Fund

NAV$15.67

AUM$105,599.83

TER0.62%

Holdings787

DLSIX Mutual Fund

NAV$15.67

DoubleLine Shiller Enhanced CAPE Class I2

AUM$105,599.83

TER0.62%

Holdings787

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Holdings Overlap Analysis

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

DLSIX Mutual Fund Overlap Analysis

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

DLSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, DLSIX may share significant positions with broad-market funds.

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