DDDRX Mutual Fund

NAV$17.05

AUM$1M

TER1.31%

Holdings722

DDDRX Mutual Fund

NAV$17.05

Nomura Wealth Builder Fund Class R

AUM$1M

TER1.31%

Holdings722

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare DDDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DDDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DDDRX Mutual Fund Overlap Analysis

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

DDDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 722 holdings, DDDRX may share significant positions with broad-market funds.

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