DNDGX Mutual Fund
NAV$25.22
AUM$73M
TER1.24%
Holdings111
DNDGX Mutual Fund
NAV$25.22
Dunham Small Cap Growth Fund Class N
AUM$73M
TER1.24%
Holdings111

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DNDGX Mutual Fund Overlap Analysis
DNDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, DNDGX may share significant positions with broad-market funds.
DNDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNDGX tax-loss harvesting finds highly correlated but non-identical funds.