DRRIX Mutual Fund

NAV$18.22

AUM$574M

TER0.94%

Holdings170

See how much of DRRIX you already own

Just $25 once·$99/mo·Download sample

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DRRIX Mutual Fund

NAV$18.22

BNY Mellon Global Real Return Fund Class I

AUM$574M

TER0.94%

Holdings170

See how much of DRRIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DRRIX Mutual Fund Overlap Analysis

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

DRRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, DRRIX may share significant positions with broad-market funds.

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