DDVCX Mutual Fund
DDVCX Mutual Fund
NAV$12.75
AUM$31M
TER1.70%
Holdings38
See how much of DDVCX you already own
DDVCX Mutual Fund
NAV$12.75
Nomura Value Fund Class C
AUM$31M
TER1.70%
Holdings38
See how much of DDVCX you already own
DDVCX Mutual Fund Overlap Analysis
DDVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DDVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, DDVCX may share significant positions with broad-market funds.
DDVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DDVCX tax-loss harvesting finds highly correlated but non-identical funds.