DDVCX Mutual Fund Analysis & Holdings | MarketXLS

DDVCX Mutual Fund

NAV$13.23

AUM$31M

TER1.70%

Holdings38

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DDVCX Mutual Fund

NAV$13.23

Nomura Value Fund Class C

AUM$31M

TER1.70%

Holdings38

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 DDVCX 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 DDVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.