DDFZX Mutual Fund
NAV$7.84
AUM$7M
TER0.60%
Holdings257
DDFZX Mutual Fund
NAV$7.84
Nomura Floating Rate Fund Class R6
AUM$7M
TER0.60%
Holdings257
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DDFZX Mutual Fund Overlap Analysis
DDFZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 257 holdings, DDFZX may share significant positions with broad-market funds.
DDFZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDFZX tax-loss harvesting finds highly correlated but non-identical funds.