DTIDX Mutual Fund
DTIDX Mutual Fund
NAV$10.10
AUM$52M
TER0.61%
Holdings115
See how much of DTIDX you already own
DTIDX Mutual Fund
NAV$10.10
Nomura Tax-Free Idaho Fund Institutional Class
AUM$52M
TER0.61%
Holdings115
See how much of DTIDX you already own
DTIDX Mutual Fund Overlap Analysis
DTIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DTIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, DTIDX may share significant positions with broad-market funds.
DTIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DTIDX tax-loss harvesting finds highly correlated but non-identical funds.