DPTCX Mutual Fund Analysis & Holdings | MarketXLS

DPTCX Mutual Fund

NAV$7.16

AUM$12M

TER1.58%

Holdings154

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DPTCX Mutual Fund

NAV$7.16

Nomura Tax-Free Pennsylvania Fund Class C

AUM$12M

TER1.58%

Holdings154

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 DPTCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DPTCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DPTCX Mutual Fund Overlap Analysis

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

DPTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 154 holdings, DPTCX may share significant positions with broad-market funds.

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