DDFLX Mutual Fund
NAV$7.83
AUM$535M
TER0.67%
Holdings257
DDFLX Mutual Fund
NAV$7.83
Nomura Floating Rate Fund Institutional Class
AUM$535M
TER0.67%
Holdings257
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DDFLX Mutual Fund Overlap Analysis
DDFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 257 holdings, DDFLX may share significant positions with broad-market funds.
DDFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDFLX tax-loss harvesting finds highly correlated but non-identical funds.