DDIIX Mutual Fund
DDIIX Mutual Fund
NAV$17.27
AUM$100M
TER0.81%
Holdings722
See how much of DDIIX you already own
DDIIX Mutual Fund
NAV$17.27
Nomura Wealth Builder Fund Institutional Class
AUM$100M
TER0.81%
Holdings722
See how much of DDIIX you already own
DDIIX Mutual Fund Overlap Analysis
DDIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 722 holdings, DDIIX may share significant positions with broad-market funds.
DDIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDIIX tax-loss harvesting finds highly correlated but non-identical funds.