DRDCX Mutual Fund
DRDCX Mutual Fund
NAV$24.43
AUM$59M
TER1.95%
Holdings50
See how much of DRDCX you already own
DRDCX Mutual Fund
NAV$24.43
Dearborn Partners Rising Dividend Fund Class C
AUM$59M
TER1.95%
Holdings50
See how much of DRDCX you already own
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.