DRIIX Mutual Fund
DRIIX Mutual Fund
Dimensional 2045 Target Date Retirement Income Fund Institutional Class
DRIIX Mutual Fund Overview
DRIIX Mutual Fund (Dimensional 2045 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $239.5M in net assets. DRIIX expense ratio is 0.23%, holding 9 positions across sectors including Unknown. Inception date: 2015-11-02.
DRIIX performance shows a YTD return of 8.79%. The 1-year return is 19.90% and the 5-year return is 9.55%. DRIIX dividend yield stands at 2.85%, paid quarterly.
DRIIX top holdings include Dfa Two-Year Global Fixed Income Portfolio (9.5%), Dfa Short-term Extended Quality Portfolio (9.5%), Dfa Ltip Portfolio Institutional Class (4.8%). View all DRIIX holdings, sector breakdown, or dividend history.
DRIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DRIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.