DRIUX Mutual Fund
DRIUX Mutual Fund
NAV$11.39
AUM$100M
TER0.19%
Holdings8
See how much of DRIUX you already own
DRIUX Mutual Fund
NAV$11.39
Dimensional 2025 Target Date Retirement Income Fund Institutional Class
AUM$100M
TER0.19%
Holdings8
See how much of DRIUX you already own
DRIUX Mutual Fund Overlap Analysis
DRIUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, DRIUX may share significant positions with broad-market funds.
DRIUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRIUX tax-loss harvesting finds highly correlated but non-identical funds.