DTFIX Mutual Fund

NAV$10.18

AUM$508M

TER0.55%

Holdings332

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DTFIX Mutual Fund

NAV$10.18

Nomura Tax-Free USA Fund Institutional Class

AUM$508M

TER0.55%

Holdings332

See inside every fund you own

$99/yr 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 DTFIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

DTFIX Mutual Fund Overlap Analysis

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

DTFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 332 holdings, DTFIX may share significant positions with broad-market funds.

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