DEMIX Mutual Fund

NAV$74.03

AUM$4.2B

TER1.15%

Holdings113

DEMIX Mutual Fund

NAV$74.03

Nomura Emerging Markets Fund Institutional Class

AUM$4.2B

TER1.15%

Holdings113

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Holdings Overlap Analysis

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

DEMIX Mutual Fund Overlap Analysis

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

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

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