DLTRX Mutual Fund

NAV$7.85

AUM$1M

TER0.90%

Holdings282

See how much of DLTRX you already own

Just $25 once·$69/mo·Download sample

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DLTRX Mutual Fund

NAV$7.85

Nomura Limited-Term Diversified Income Fund Class R

AUM$1M

TER0.90%

Holdings282

See how much of DLTRX you already own

Just $25 once·$69/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 DLTRX 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 DLTRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DLTRX Mutual Fund Overlap Analysis

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

DLTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 282 holdings, DLTRX may share significant positions with broad-market funds.

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