DTRIX Mutual Fund

NAV$7.84

AUM$358M

TER0.65%

Holdings282

DTRIX Mutual Fund

NAV$7.84

Nomura Limited-Term Diversified Income Fund Class A

AUM$358M

TER0.65%

Holdings282

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Holdings Overlap Analysis

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

DTRIX Mutual Fund Overlap Analysis

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

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

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