DRIQX Mutual Fund
DRIQX Mutual Fund
NAV$11.36
AUM$19M
Holdings8
See how much of DRIQX you already own
DRIQX Mutual Fund
NAV$11.36
Dimensional 2015 Target Date Retirement Income Fund Institutional Class
AUM$19M
Holdings8
See how much of DRIQX you already own
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.