DITEX Mutual Fund
NAV$12.70
AUM$340M
TER0.63%
Holdings194
DITEX Mutual Fund
NAV$12.70
BNY Mellon Intermediate Municipal Bond Fund Inc.
AUM$340M
TER0.63%
Holdings194
See inside every mutual fund you own
$29/moCancel anytime.
DITEX Mutual Fund Overlap Analysis
DITEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DITEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, DITEX may share significant positions with broad-market funds.
DITEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DITEX tax-loss harvesting finds highly correlated but non-identical funds.