DRIWX Mutual Fund Analysis & Holdings | MarketXLS

DRIWX Mutual Fund

NAV$12.34

AUM$148M

TER0.21%

Holdings9

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DRIWX Mutual Fund

NAV$12.34

Dimensional 2030 Target Date Retirement Income Fund Institutional Class

AUM$148M

TER0.21%

Holdings9

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

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.