DRIWX Mutual Fund
DRIWX Mutual Fund
NAV$12.17
AUM$146M
TER0.21%
Holdings9
See how much of DRIWX you already own
DRIWX Mutual Fund
NAV$12.17
Dimensional 2030 Target Date Retirement Income Fund Institutional Class
AUM$146M
TER0.21%
Holdings9
See how much of DRIWX you already own
DRIWX Mutual Fund Overlap Analysis
DRIWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, DRIWX may share significant positions with broad-market funds.
DRIWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRIWX tax-loss harvesting finds highly correlated but non-identical funds.