DRILX Mutual Fund

NAV$26.31

AUM$109M

Holdings8

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DRILX Mutual Fund

NAV$26.31

Dimensional 2060 Target Date Retirement Income Fund Institutional Class

AUM$109M

Holdings8

See inside every fund you own

$99/yr 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 DRILX 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 DRILX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DRILX Mutual Fund Overlap Analysis

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

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

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