ZDIVX Mutual Fund Analysis & Holdings | MarketXLS

ZDIVX Mutual Fund

NAV$32.58

AUM$14M

TER1.31%

Holdings74

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ZDIVX Mutual Fund

NAV$32.58

Zacks Dividend Fund Investor Class

AUM$14M

TER1.31%

Holdings74

See inside every fund you own

$45/quarter 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 ZDIVX 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 ZDIVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ZDIVX Mutual Fund Overlap Analysis

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

ZDIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, ZDIVX may share significant positions with broad-market funds.

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