DRIIX Mutual Fund
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 various sectors. Inception date: 2015-11-02.
DRIIX performance shows a YTD return of 8.32%. The 1-year return is 18.11% and the 5-year return is 9.60%. DRIIX dividend yield stands at 2.80%, paid quarterly.
DRIIX top holdings include Dfa Us Large Company Portfolio (27.0%), Dfa U.s. Core Equity 1 (26.8%), Dfa Two-Year Global Fixed Income Portfolio (9.7%), Dfa Short-term Extended Quality Portfolio (9.7%), Dfa Large Cap International Portfolio Institutional Class (9.5%). Go to all DRIIX holdings, DRIIX sectors, or DRIIX dividends.
DRIIX can be compared against other funds. Use DRIIX overlap to find shared positions, or DRIIX vs another fund for a side-by-side view. DRIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.