DPIAX Mutual Fund Analysis & Holdings | MarketXLS

DPIAX Mutual Fund

NAV$17.02

AUM$31M

TER1.45%

Holdings217

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DPIAX Mutual Fund

NAV$17.02

Destra Flaherty & Crumrine Preferred and Income Fund Class A

AUM$31M

TER1.45%

Holdings217

See inside every fund you own

$45/quarter 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 DPIAX 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 DPIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DPIAX Mutual Fund Overlap Analysis

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

DPIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, DPIAX may share significant positions with broad-market funds.

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