DRXIX Mutual Fund
DRXIX Mutual Fund
NAV$4.74
AUM$416M
TER0.12%
Holdings4
DRXIX Mutual Fund
NAV$4.74
DFA LTIP Portfolio
AUM$416M
TER0.12%
Holdings4
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.