DUSIX Mutual Fund

NAV$10.81

AUM$570M

TER0.50%

Holdings336

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DUSIX Mutual Fund

NAV$10.81

Nomura Tax-Free USA Intermediate Fund Class I

AUM$570M

TER0.50%

Holdings336

See inside every fund you own

$99/yr 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 DUSIX 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 DUSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 336 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.