DEERX Mutual Fund

NAV$13.39

AUM$3M

TER1.06%

Holdings156

DEERX Mutual Fund

NAV$13.39

Nomura Extended Duration Bond Fund Class R

AUM$3M

TER1.06%

Holdings156

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Holdings Overlap Analysis

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

DEERX Mutual Fund Overlap Analysis

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

DEERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 156 holdings, DEERX may share significant positions with broad-market funds.

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