DRIHX Mutual Fund Analysis & Holdings | MarketXLS

DRIHX Mutual Fund

NAV$18.24

AUM$208M

TER0.23%

Holdings9

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DRIHX Mutual Fund

NAV$18.24

Dimensional 2040 Target Date Retirement Income Fund Institutional Class

AUM$208M

TER0.23%

Holdings9

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

DRIHX Mutual Fund Overlap Analysis

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

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

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