DRIBX Mutual Fund
NAV$11.66
AUM$11M
TER0.19%
Holdings7
DRIBX Mutual Fund
NAV$11.66
Dimensional 2010 Target Date Retirement Income Fund Institutional Class
AUM$11M
TER0.19%
Holdings7
DRIBX Mutual Fund Overlap Analysis
DRIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, DRIBX may share significant positions with broad-market funds.
DRIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRIBX tax-loss harvesting finds highly correlated but non-identical funds.