DRIRX Mutual Fund
DRIRX Mutual Fund
DRIRX Mutual Fund
Dimensional 2020 Target Date Retirement Income Fund Institutional Class
DRIRX Mutual Fund Overview
DRIRX Mutual Fund (Dimensional 2020 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $49.5M in net assets. DRIRX expense ratio is 0.19%, holding 7 positions across various sectors. Inception date: 2015-11-02.
DRIRX performance shows a YTD return of 3.59%. The 1-year return is 10.89% and the 5-year return is 2.79%. DRIRX dividend yield stands at 6.20%, paid quarterly.
DRIRX top holdings include Dfa Inflation Protected Securities Portfolio (66.0%), Dfa Ltip Portfolio (9.3%), Dfa U.s. Core Equity 1 (8.8%), Dfa Us Large Company Portfolio (8.8%), Dfa Large Cap International Portfolio Institutional Class (3.3%). View all DRIRX holdings, sector breakdown, or dividend history.
DRIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DRIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.