DMTFX Mutual Fund
DMTFX Mutual Fund
NAV$9.86
AUM$633M
TER0.80%
Holdings331
See how much of DMTFX you already own
DMTFX Mutual Fund
NAV$9.86
Nomura Tax-Free USA Fund Class A
AUM$633M
TER0.80%
Holdings331
See how much of DMTFX you already own
DMTFX Mutual Fund Overlap Analysis
DMTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DMTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, DMTFX may share significant positions with broad-market funds.
DMTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DMTFX tax-loss harvesting finds highly correlated but non-identical funds.