DCTIX Mutual Fund
DCTIX Mutual Fund
NAV$10.52
AUM$196M
TER0.55%
Holdings200
See how much of DCTIX you already own
DCTIX Mutual Fund
NAV$10.52
Nomura Tax-Free California Fund Institutional Class
AUM$196M
TER0.55%
Holdings200
See how much of DCTIX you already own
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 200 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.