DEFFX Mutual Fund

NAV$11.04

AUM$283M

TER0.81%

Holdings297

DEFFX Mutual Fund

NAV$11.04

Nomura Tax-Free Minnesota Fund A Class

AUM$283M

TER0.81%

Holdings297

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

DEFFX Mutual Fund Overlap Analysis

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

DEFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 297 holdings, DEFFX may share significant positions with broad-market funds.

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