DDJIX Mutual Fund
DDJIX Mutual Fund
NAV$6.72
AUM$276M
TER0.79%
Holdings110
DDJIX Mutual Fund
NAV$6.72
Polen Opportunistic High Yield Fund Class Y
AUM$276M
TER0.79%
Holdings110
DDJIX Mutual Fund Overlap Analysis
DDJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, DDJIX may share significant positions with broad-market funds.
DDJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDJIX tax-loss harvesting finds highly correlated but non-identical funds.