TDIFX Mutual Fund
TDIFX Mutual Fund
NAV$12.22
AUM$65M
TER0.19%
Holdings8
See how much of TDIFX you already own
TDIFX Mutual Fund
NAV$12.22
Dimensional Retirement Income Fund Institutional Class
AUM$65M
TER0.19%
Holdings8
See how much of TDIFX you already own
TDIFX Mutual Fund Overlap Analysis
TDIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, TDIFX may share significant positions with broad-market funds.
TDIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDIFX tax-loss harvesting finds highly correlated but non-identical funds.