DPRFX Mutual Fund
NAV$7.57
AUM$11M
TER0.92%
Holdings744
DPRFX Mutual Fund
NAV$7.57
Nomura Diversified Income Fund Class R
AUM$11M
TER0.92%
Holdings744
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DPRFX Mutual Fund Overlap Analysis
DPRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DPRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 744 holdings, DPRFX may share significant positions with broad-market funds.
DPRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DPRFX tax-loss harvesting finds highly correlated but non-identical funds.