DRIKX Mutual Fund
DRIKX Mutual Fund
DRIKX Mutual Fund
Dimensional 2055 Target Date Retirement Income Fund Institutional Class
DRIKX Mutual Fund Overview
DRIKX Mutual Fund (Dimensional 2055 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $164.7M in net assets. DRIKX expense ratio is 0.23%, holding 8 positions across various sectors. Inception date: 2015-11-02.
DRIKX performance shows a YTD return of 13.27%. The 1-year return is 21.32% and the 5-year return is 10.99%. DRIKX dividend yield stands at 1.76%, paid quarterly.
DRIKX top holdings include Dfa Us Large Company Portfolio (34.2%), Dfa U.s. Core Equity 1 (34.0%), Dfa Large Cap International Portfolio Institutional Class (12.1%), Dfa Emerging Markets Core Equity Portfolio (8.7%), Dfa International Core Equity Portfolio Institutional Class (6.0%). Go to all DRIKX holdings, DRIKX sectors, or DRIKX dividends.
DRIKX can be compared against other funds. Use DRIKX overlap to find shared positions, or DRIKX vs another fund for a side-by-side view. DRIKX alternatives are available via the screener, along with tax-loss harvesting opportunities.