DRIHX Mutual Fund
DRIHX Mutual Fund
NAV$18.01
AUM$201M
TER0.23%
Holdings9
See how much of DRIHX you already own
DRIHX Mutual Fund
NAV$18.01
Dimensional 2040 Target Date Retirement Income Fund Institutional Class
AUM$201M
TER0.23%
Holdings9
See how much of DRIHX you already own
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.