DRIQX Mutual Fund Analysis & Holdings | MarketXLS

DRIQX Mutual Fund

NAV$11.52

AUM$21M

Holdings8

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DRIQX Mutual Fund

NAV$11.52

Dimensional 2015 Target Date Retirement Income Fund Institutional Class

AUM$21M

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

DRIQX Mutual Fund Overlap Analysis

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

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

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