DPIIX Mutual Fund Analysis & Holdings | MarketXLS

DPIIX Mutual Fund

NAV$16.96

AUM$162M

TER1.20%

Holdings217

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DPIIX Mutual Fund

NAV$16.96

Destra Flaherty & Crumrine Preferred and Income Fund Class I

AUM$162M

TER1.20%

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

DPIIX Mutual Fund Overlap Analysis

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

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

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