DDIAX Mutual Fund

NAV$17.03

AUM$702M

TER1.06%

Holdings722

DDIAX Mutual Fund

NAV$17.03

Nomura Wealth Builder Fund Class A

AUM$702M

TER1.06%

Holdings722

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Holdings Overlap Analysis

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

DDIAX Mutual Fund Overlap Analysis

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

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

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