DRIHX Mutual Fund
DRIHX Mutual Fund
DRIHX Mutual Fund
Dimensional 2040 Target Date Retirement Income Fund Institutional Class
DRIHX Mutual Fund Overview
DRIHX Mutual Fund (Dimensional 2040 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $201.0M in net assets. DRIHX expense ratio is 0.23%, holding 9 positions across various sectors. Inception date: 2015-11-02.
DRIHX performance shows a YTD return of 5.81%. The 1-year return is 13.34% and the 5-year return is 6.54%. DRIHX dividend yield stands at 5.16%, paid quarterly.
DRIHX top holdings include Dfa Ltip Portfolio Institutional Class (24.2%), Dfa Us Large Company Portfolio (22.2%), Dfa U.s. Core Equity 1 (22.1%), Dfa Large Cap International Portfolio Institutional Class (7.8%), Dfa Two-Year Global Fixed Income Portfolio (7.1%). Go to all DRIHX holdings, DRIHX sectors, or DRIHX dividends.
DRIHX can be compared against other funds. Use DRIHX overlap to find shared positions, or DRIHX vs another fund for a side-by-side view. DRIHX alternatives are available via the screener, along with tax-loss harvesting opportunities.