ZDIIX Mutual Fund
ZDIIX Mutual Fund
NAV$32.20
AUM$133M
TER1.06%
Holdings75
See how much of ZDIIX you already own
ZDIIX Mutual Fund
NAV$32.20
Zacks Dividend Fund Institutional Class
AUM$133M
TER1.06%
Holdings75
See how much of ZDIIX you already own
ZDIIX Mutual Fund Overlap Analysis
ZDIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ZDIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, ZDIIX may share significant positions with broad-market funds.
ZDIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ZDIIX tax-loss harvesting finds highly correlated but non-identical funds.