DNMDX Mutual Fund
NAV$28.60
AUM$285M
TER2.03%
Holdings69
DNMDX Mutual Fund
NAV$28.60
Dunham Monthly Distribution Fund Class N
AUM$285M
TER2.03%
Holdings69

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DNMDX Mutual Fund Overlap Analysis
DNMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DNMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, DNMDX may share significant positions with broad-market funds.
DNMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DNMDX tax-loss harvesting finds highly correlated but non-identical funds.