DUSIX Mutual Fund
DUSIX Mutual Fund
NAV$10.71
AUM$570M
TER0.50%
Holdings333
See how much of DUSIX you already own
DUSIX Mutual Fund
NAV$10.71
Nomura Tax-Free USA Intermediate Fund Class I
AUM$570M
TER0.50%
Holdings333
See how much of DUSIX you already own
DUSIX Mutual Fund Overlap Analysis
DUSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, DUSIX may share significant positions with broad-market funds.
DUSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DUSIX tax-loss harvesting finds highly correlated but non-identical funds.