DMTFX Mutual Fund

NAV$10.10

AUM$633M

TER0.80%

Holdings332

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DMTFX Mutual Fund

NAV$10.10

Nomura Tax-Free USA Fund Class A

AUM$633M

TER0.80%

Holdings332

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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 332 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.