DDDRX Mutual Fund
DDDRX Mutual Fund
NAV$17.28
AUM$1M
TER1.31%
Holdings722
See how much of DDDRX you already own
DDDRX Mutual Fund
NAV$17.28
Nomura Wealth Builder Fund Class R
AUM$1M
TER1.31%
Holdings722
See how much of DDDRX you already own
DDDRX Mutual Fund Overlap Analysis
DDDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 722 holdings, DDDRX may share significant positions with broad-market funds.
DDDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDDRX tax-loss harvesting finds highly correlated but non-identical funds.