DRDAX Mutual Fund
DRDAX Mutual Fund
NAV$25.34
AUM$211M
TER1.20%
Holdings50
See how much of DRDAX you already own
DRDAX Mutual Fund
NAV$25.34
Dearborn Partners Rising Dividend Fund Class A
AUM$211M
TER1.20%
Holdings50
See how much of DRDAX you already own
DRDAX Mutual Fund Overlap Analysis
DRDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, DRDAX may share significant positions with broad-market funds.
DRDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRDAX tax-loss harvesting finds highly correlated but non-identical funds.