DRIGX Mutual Fund

NAV$14.60

AUM$189M

TER0.22%

Holdings9

DRIGX Mutual Fund

NAV$14.60

Dimensional 2035 Target Date Retirement Income Fund Institutional Class

AUM$189M

TER0.22%

Holdings9

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Holdings Overlap Analysis

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

DRIGX Mutual Fund Overlap Analysis

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

DRIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, DRIGX may share significant positions with broad-market funds.

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