DDVAX Mutual Fund

NAV$13.14

AUM$1.0B

TER0.95%

Holdings38

DDVAX Mutual Fund

NAV$13.14

Nomura Value Fund Class A

AUM$1.0B

TER0.95%

Holdings38

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

DDVAX Mutual Fund Overlap Analysis

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

DDVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, DDVAX may share significant positions with broad-market funds.

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