DNHYX Mutual Fund

NAV$8.61

AUM$259M

TER1.11%

Holdings277

DNHYX Mutual Fund

NAV$8.61

Dunham High-Yield Bond Fund Class N

AUM$259M

TER1.11%

Holdings277

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Holdings Overlap Analysis

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

DNHYX Mutual Fund Overlap Analysis

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

DNHYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 277 holdings, DNHYX may share significant positions with broad-market funds.

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