DDTRX Mutual Fund

NAV$8.61

AUM$1.5B

TER0.43%

Holdings3,136

DDTRX Mutual Fund

NAV$8.61

DoubleLine Total Return Bond Fund Class R6

AUM$1.5B

TER0.43%

Holdings3,136

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Holdings Overlap Analysis

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

DDTRX Mutual Fund Overlap Analysis

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

DDTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3136 holdings, DDTRX may share significant positions with broad-market funds.

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