DDFIX Mutual Fund
DDFIX Mutual Fund
NAV$20.18
TER0.54%
Holdings80
See how much of DDFIX you already own
DDFIX Mutual Fund
NAV$20.18
Invesco Diversified Dividend Fund Class R5
TER0.54%
Holdings80
See how much of DDFIX you already own
DDFIX Mutual Fund Overlap Analysis
DDFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, DDFIX may share significant positions with broad-market funds.
DDFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDFIX tax-loss harvesting finds highly correlated but non-identical funds.