DMOCX Mutual Fund
DMOCX Mutual Fund
NAV$11.08
AUM$4M
TER1.56%
Holdings297
DMOCX Mutual Fund
NAV$11.08
Nomura Tax-Free Minnesota Fund Class C
AUM$4M
TER1.56%
Holdings297
DMOCX Mutual Fund Overlap Analysis
DMOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DMOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 297 holdings, DMOCX may share significant positions with broad-market funds.
DMOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DMOCX tax-loss harvesting finds highly correlated but non-identical funds.