DLDFX Mutual Fund

NAV$9.24

AUM$315M

TER1.00%

Holdings494

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Just $25 once·$99/mo·Download sample

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DLDFX Mutual Fund

NAV$9.24

Destinations Low Duration Fixed Income Fund Class I

AUM$315M

TER1.00%

Holdings494

See how much of DLDFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

DLDFX Mutual Fund Overlap Analysis

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

DLDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 494 holdings, DLDFX may share significant positions with broad-market funds.

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