DDIAX Mutual Fund
DDIAX Mutual Fund
NAV$17.28
AUM$702M
TER1.06%
Holdings722
See how much of DDIAX you already own
DDIAX Mutual Fund
NAV$17.28
Nomura Wealth Builder Fund Class A
AUM$702M
TER1.06%
Holdings722
See how much of DDIAX you already own
DDIAX Mutual Fund Overlap Analysis
DDIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 722 holdings, DDIAX may share significant positions with broad-market funds.
DDIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDIAX tax-loss harvesting finds highly correlated but non-identical funds.