DDDIX Mutual Fund
DDDIX Mutual Fund
NAV$27.35
AUM$88M
TER1.51%
Holdings24
See how much of DDDIX you already own
DDDIX Mutual Fund
NAV$27.35
13D Activist Fund Class I
AUM$88M
TER1.51%
Holdings24
See how much of DDDIX you already own
DDDIX Mutual Fund Overlap Analysis
DDDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, DDDIX may share significant positions with broad-market funds.
DDDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDDIX tax-loss harvesting finds highly correlated but non-identical funds.