DCTIX Mutual Fund

NAV$10.76

AUM$196M

TER0.55%

Holdings198

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DCTIX Mutual Fund

NAV$10.76

Nomura Tax-Free California Fund Institutional Class

AUM$196M

TER0.55%

Holdings198

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DCTIX Mutual Fund Overlap Analysis

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

DCTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 198 holdings, DCTIX may share significant positions with broad-market funds.

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