DRIQX Mutual Fund
DRIQX Mutual Fund
DRIQX Mutual Fund
Dimensional 2015 Target Date Retirement Income Fund Institutional Class
DRIQX Mutual Fund Overview
DRIQX Mutual Fund (Dimensional 2015 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $21.1M in net assets. holding 8 positions across sectors including Financials. Inception date: 2015-11-02.
DRIQX performance shows a YTD return of 3.45%. The 1-year return is 11.34% and the 5-year return is 3.63%. DRIQX dividend yield stands at 6.32%, paid quarterly.
DRIQX top holdings include Dfa Inflation Protected Securities Portfolio (75.9%), Dfa Us Large Company Portfolio (8.5%), Dfa U.s. Core Equity 1 (8.4%), Dfa Large Cap International Portfolio Institutional Class (3.2%), Dfa Emerging Markets Core Equity Portfolio (2.3%). View all DRIQX holdings, sector breakdown, or dividend history.
DRIQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DRIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.