DLDFX Mutual Fund

NAV$9.20

AUM$315M

TER0.94%

Holdings494

DLDFX Mutual Fund

NAV$9.20

Destinations Low Duration Fixed Income Fund Class I

AUM$315M

TER0.94%

Holdings494

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Holdings Overlap Analysis

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

DLDFX Mutual Fund Overlap Analysis

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

DLDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 494 holdings, DLDFX may share significant positions with broad-market funds.

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