DUGRX Mutual Fund

NAV$7.44

AUM$245,299.3

TER1.10%

Holdings254

DUGRX Mutual Fund

NAV$7.44

Nomura Strategic Income Fund Class R

AUM$245,299.3

TER1.10%

Holdings254

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Holdings Overlap Analysis

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

DUGRX Mutual Fund Overlap Analysis

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

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

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