DRIWX Mutual Fund
DRIWX Mutual Fund
DRIWX Mutual Fund
Dimensional 2030 Target Date Retirement Income Fund Institutional Class
DRIWX Mutual Fund Overview
DRIWX Mutual Fund (Dimensional 2030 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $148.8M in net assets. DRIWX expense ratio is 0.21%, holding 9 positions across various sectors. Inception date: 2015-11-02.
DRIWX performance shows a YTD return of 2.51%. The 1-year return is 7.62% and the 5-year return is 1.83%. DRIWX dividend yield stands at 7.48%, paid quarterly.
DRIWX top holdings include Dfa Inflation Protected Securities Portfolio (31.1%), Dfa Ltip Portfolio (29.3%), Dfa U.s. Core Equity 1 (12.6%), Dfa Us Large Company Portfolio (12.6%), Dfa Large Cap International Portfolio Institutional Class (4.7%). Go to all DRIWX holdings, DRIWX sectors, or DRIWX dividends.
DRIWX can be compared against other funds. Use DRIWX overlap to find shared positions, or DRIWX vs another fund for a side-by-side view. DRIWX alternatives are available via the screener, along with tax-loss harvesting opportunities.