DTIDX Mutual Fund Analysis & Holdings | MarketXLS

DTIDX Mutual Fund

NAV$10.39

AUM$52M

TER0.61%

Holdings108

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DTIDX Mutual Fund

NAV$10.39

Nomura Tax-Free Idaho Fund Institutional Class

AUM$52M

TER0.61%

Holdings108

See inside every fund you own

$45/quarter 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 DTIDX 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 DTIDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 108 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.