DRIKX Mutual Fund Analysis & Holdings | MarketXLS

DRIKX Mutual Fund

NAV$26.10

AUM$144M

TER0.23%

Holdings7

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DRIKX Mutual Fund

NAV$26.10

Dimensional 2055 Target Date Retirement Income Fund Institutional Class

AUM$144M

TER0.23%

Holdings7

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

DRIKX Mutual Fund Overlap Analysis

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

DRIKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, DRIKX may share significant positions with broad-market funds.

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