DDFRX Mutual Fund
DDFRX Mutual Fund
NAV$20.22
TER1.08%
Holdings80
See how much of DDFRX you already own
DDFRX Mutual Fund
NAV$20.22
Invesco Diversified Dividend Fund Class R
TER1.08%
Holdings80
See how much of DDFRX you already own
DDFRX Mutual Fund Overlap Analysis
DDFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, DDFRX may share significant positions with broad-market funds.
DDFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDFRX tax-loss harvesting finds highly correlated but non-identical funds.