DREIX Mutual Fund Analysis & Holdings | MarketXLS

DREIX Mutual Fund

NAV$32.25

AUM$1.4B

TER0.27%

Holdings3

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DREIX Mutual Fund

NAV$32.25

World Core Equity Portfolio - Institutional

AUM$1.4B

TER0.27%

Holdings3

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 DREIX 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 DREIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DREIX Mutual Fund Overlap Analysis

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

DREIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, DREIX may share significant positions with broad-market funds.

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