DRIUX Mutual Fund
DRIUX Mutual Fund
Dimensional 2025 Target Date Retirement Income Fund Institutional Class
DRIUX Mutual Fund Overview
DRIUX Mutual Fund (Dimensional 2025 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $102.9M in net assets. DRIUX expense ratio is 0.19%, holding 8 positions across sectors including Unknown, Financials. Inception date: 2015-11-02.
DRIUX performance shows a YTD return of 3.59%. The 1-year return is 9.93% and the 5-year return is 1.65%. DRIUX dividend yield stands at 5.74%, paid quarterly.
DRIUX top holdings include Dfa Inflation Protected Securities Portfolio (56.9%), Dfa Ltip Portfolio (18.1%), 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 DRIUX holdings, sector breakdown, or dividend history.
DRIUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DRIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.