DRXIX Mutual Fund
DRXIX Mutual Fund
NAV$4.32
AUM$383M
TER0.12%
Holdings4
See how much of DRXIX you already own
DRXIX Mutual Fund
NAV$4.32
DFA LTIP Portfolio
AUM$383M
TER0.12%
Holdings4
See how much of DRXIX you already own
DRXIX Mutual Fund Overlap Analysis
DRXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, DRXIX may share significant positions with broad-market funds.
DRXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRXIX tax-loss harvesting finds highly correlated but non-identical funds.