DRIBX Mutual Fund

DRIBX Mutual Fund

NAV$11.66
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Fund Essentials

Net Assets
$11M
Expense Ratio
0.19%
Dividend Yield (Current)
2.72%
Holdings
7
Inception Date
Nov 2, 2015
Fund Family
Dimensional
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+1.39%
1 Year+6.84%
3 Year+1.62%
5 Year+4.28%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
2.72%
Frequency
Quarterly
Latest Distribution
$0.25
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DRIBX Mutual Fund Overview

DRIBX Mutual Fund (Dimensional 2010 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $10.7M in net assets. DRIBX expense ratio is 0.19%, holding 7 positions across various sectors. Inception date: 2015-11-02.

DRIBX performance shows a YTD return of 1.39%. The 1-year return is 6.84% and the 5-year return is 4.28%. DRIBX dividend yield stands at 2.72%, paid quarterly.

DRIBX top holdings include a diversified portfolio. Go to all DRIBX holdings, DRIBX sectors, or DRIBX dividends.

DRIBX can be compared against other funds. Use DRIBX overlap to find shared positions, or DRIBX vs another fund for a side-by-side view. DRIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.