DRIJX Mutual Fund Analysis & Holdings | MarketXLS

DRIJX Mutual Fund

NAV$25.07

AUM$209M

Holdings8

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DRIJX Mutual Fund

NAV$25.07

Dimensional 2050 Target Date Retirement Income Fund Institutional Class

AUM$209M

Holdings8

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

DRIJX Mutual Fund Overlap Analysis

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

DRIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, DRIJX may share significant positions with broad-market funds.

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