DRIIX Mutual Fund
DRIIX Mutual Fund
NAV$22.94
AUM$239M
TER0.23%
Holdings9
See how much of DRIIX you already own
DRIIX Mutual Fund
NAV$22.94
Dimensional 2045 Target Date Retirement Income Fund Institutional Class
AUM$239M
TER0.23%
Holdings9
See how much of DRIIX you already own
DRIIX Mutual Fund Overlap Analysis
DRIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, DRIIX may share significant positions with broad-market funds.
DRIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRIIX tax-loss harvesting finds highly correlated but non-identical funds.