DDFAX Mutual Fund

NAV$7.85

AUM$86M

TER0.92%

Holdings257

See how much of DDFAX you already own

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DDFAX Mutual Fund

NAV$7.85

Nomura Floating Rate Fund Class A

AUM$86M

TER0.92%

Holdings257

See how much of DDFAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DDFAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DDFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DDFAX Mutual Fund Overlap Analysis

DDFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DDFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 257 holdings, DDFAX may share significant positions with broad-market funds.

DDFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDFAX tax-loss harvesting finds highly correlated but non-identical funds.