DLTRX Mutual Fund

NAV$7.84

AUM$1M

TER0.90%

Holdings282

DLTRX Mutual Fund

NAV$7.84

Nomura Limited-Term Diversified Income Fund Class R

AUM$1M

TER0.90%

Holdings282

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Holdings Overlap Analysis

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

DLTRX Mutual Fund Overlap Analysis

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

DLTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 282 holdings, DLTRX may share significant positions with broad-market funds.

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