DDERX Mutual Fund
DDERX Mutual Fund
NAV$17.30
AUM$23M
TER0.74%
Holdings722
See how much of DDERX you already own
DDERX Mutual Fund
NAV$17.30
Nomura Wealth Builder Fund Class R6
AUM$23M
TER0.74%
Holdings722
See how much of DDERX you already own
DDERX Mutual Fund Overlap Analysis
DDERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 722 holdings, DDERX may share significant positions with broad-market funds.
DDERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDERX tax-loss harvesting finds highly correlated but non-identical funds.