DRDIX Mutual Fund
DRDIX Mutual Fund
NAV$25.71
AUM$241M
TER0.95%
Holdings50
See how much of DRDIX you already own
DRDIX Mutual Fund
NAV$25.71
Dearborn Partners Rising Dividend Fund Class I
AUM$241M
TER0.95%
Holdings50
See how much of DRDIX you already own
DRDIX Mutual Fund Overlap Analysis
DRDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, DRDIX may share significant positions with broad-market funds.
DRDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRDIX tax-loss harvesting finds highly correlated but non-identical funds.