DTRIX Mutual Fund

NAV$7.85

AUM$358M

TER0.65%

Holdings282

See how much of DTRIX you already own

Just $25 once·$99/mo·Download sample

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DTRIX Mutual Fund

NAV$7.85

Nomura Limited-Term Diversified Income Fund Class A

AUM$358M

TER0.65%

Holdings282

See how much of DTRIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DTRIX 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 DTRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DTRIX Mutual Fund Overlap Analysis

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

DTRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 282 holdings, DTRIX may share significant positions with broad-market funds.

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