DDJRX Mutual Fund Analysis & Holdings | MarketXLS

DDJRX Mutual Fund

NAV$6.72

AUM$1M

TER1.14%

Holdings110

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DDJRX Mutual Fund

NAV$6.72

Polen Opportunistic High Yield Fund Investor Class

AUM$1M

TER1.14%

Holdings110

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DDJRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DDJRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DDJRX Mutual Fund Overlap Analysis

DDJRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DDJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, DDJRX may share significant positions with broad-market funds.

DDJRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDJRX tax-loss harvesting finds highly correlated but non-identical funds.