DDJIX Mutual Fund
DDJIX Mutual Fund
NAV$6.78
AUM$276M
TER0.79%
Holdings110
See how much of DDJIX you already own
DDJIX Mutual Fund
NAV$6.78
Polen Opportunistic High Yield Fund Class Y
AUM$276M
TER0.79%
Holdings110
See how much of DDJIX you already own
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.