DRIRX Mutual Fund Analysis & Holdings | MarketXLS

DRIRX Mutual Fund

NAV$11.42

AUM$49M

TER0.19%

Holdings7

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DRIRX Mutual Fund

NAV$11.42

Dimensional 2020 Target Date Retirement Income Fund Institutional Class

AUM$49M

TER0.19%

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

DRIRX Mutual Fund Overlap Analysis

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

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

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