DRIGX Mutual Fund
DRIGX Mutual Fund
NAV$14.64
AUM$190M
TER0.22%
Holdings9
See how much of DRIGX you already own
DRIGX Mutual Fund
NAV$14.64
Dimensional 2035 Target Date Retirement Income Fund Institutional Class
AUM$190M
TER0.22%
Holdings9
See how much of DRIGX you already own
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.