DDICX Mutual Fund
DDICX Mutual Fund
NAV$17.25
AUM$9M
TER1.81%
Holdings722
See how much of DDICX you already own
DDICX Mutual Fund
NAV$17.25
Nomura Wealth Builder Fund Class C
AUM$9M
TER1.81%
Holdings722
See how much of DDICX you already own
DDICX Mutual Fund Overlap Analysis
DDICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 722 holdings, DDICX may share significant positions with broad-market funds.
DDICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDICX tax-loss harvesting finds highly correlated but non-identical funds.