DUGIX Mutual Fund

NAV$7.43

AUM$129M

TER0.60%

Holdings254

DUGIX Mutual Fund

NAV$7.43

Nomura Strategic Income Fund Institutional Class

AUM$129M

TER0.60%

Holdings254

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Holdings Overlap Analysis

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

DUGIX Mutual Fund Overlap Analysis

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

DUGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 254 holdings, DUGIX may share significant positions with broad-market funds.

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