DEMAX Mutual Fund

NAV$73.22

AUM$406M

TER1.40%

Holdings113

DEMAX Mutual Fund

NAV$73.22

Nomura Emerging Markets Fund Class A

AUM$406M

TER1.40%

Holdings113

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Holdings Overlap Analysis

Compare DEMAX 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 DEMAX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

DEMAX Mutual Fund Overlap Analysis

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

DEMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, DEMAX may share significant positions with broad-market funds.

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