DRIRX Mutual Fund
DRIRX Mutual Fund
NAV$11.40
AUM$50M
TER0.19%
Holdings7
See how much of DRIRX you already own
DRIRX Mutual Fund
NAV$11.40
Dimensional 2020 Target Date Retirement Income Fund Institutional Class
AUM$50M
TER0.19%
Holdings7
See how much of DRIRX you already own
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.