DDFIX Mutual Fund

NAV$20.04

TER0.54%

Holdings77

DDFIX Mutual Fund

NAV$20.04

Invesco Diversified Dividend Fund Class R5

TER0.54%

Holdings77

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

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 77 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.