DRDCX Mutual Fund

NAV$24.39

AUM$61M

TER1.95%

Holdings50

DRDCX Mutual Fund

NAV$24.39

Dearborn Partners Rising Dividend Fund Class C

AUM$61M

TER1.95%

Holdings50

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

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

DRDCX Mutual Fund Overlap Analysis

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

DRDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, DRDCX may share significant positions with broad-market funds.

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