DUICX Mutual Fund

NAV$10.32

AUM$4M

TER1.50%

Holdings333

See how much of DUICX you already own

Just $25 once·$99/mo·Download sample

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DUICX Mutual Fund

NAV$10.32

Nomura Tax-Free USA Intermediate Fund Class C

AUM$4M

TER1.50%

Holdings333

See how much of DUICX 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 DUICX 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 DUICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DUICX Mutual Fund Overlap Analysis

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

DUICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, DUICX may share significant positions with broad-market funds.

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