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 $143.9M in net assets. DRIKX expense ratio is 0.23%, holding 7 positions across sectors including Unknown. Inception date: 2015-11-02.
DRIKX performance shows a YTD return of 10.65%. The 1-year return is 23.37% and the 5-year return is 11.16%. DRIKX dividend yield stands at 1.80%, paid quarterly.
DRIKX top holdings include Dfa Two-Year Global Fixed Income Portfolio (2.5%), Dfa Short-term Extended Quality Portfolio (2.5%). View all DRIKX holdings, sector breakdown, or dividend history.
DRIKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DRIKX alternatives are available via the screener, along with tax-loss harvesting opportunities.