DDDAX Mutual Fund
DDDAX Mutual Fund
NAV$26.00
AUM$18M
TER1.76%
Holdings24
See how much of DDDAX you already own
DDDAX Mutual Fund
NAV$26.00
13D Activist Fund Class A
AUM$18M
TER1.76%
Holdings24
See how much of DDDAX you already own
DDDAX Mutual Fund Overlap Analysis
DDDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, DDDAX may share significant positions with broad-market funds.
DDDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDDAX tax-loss harvesting finds highly correlated but non-identical funds.