DTDRX Mutual Fund
DTDRX Mutual Fund
DTDRX Mutual Fund
Dimensional 2065 Target Date Retirement Income Fund Institutional Class
DTDRX Mutual Fund Overview
DTDRX Mutual Fund (Dimensional 2065 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $38.5M in net assets. DTDRX expense ratio is 0.23%, holding 8 positions across various sectors. Inception date: 2020-01-02.
DTDRX performance shows a YTD return of 10.53%. The 1-year return is 21.76% and the 5-year return is 11.20%. DTDRX dividend yield stands at 1.80%, paid quarterly.
DTDRX top holdings include Dfa Us Large Company Portfolio (34.0%), Dfa U.s. Core Equity 1 (33.8%), Dfa Large Cap International Portfolio Institutional Class (11.9%), Dfa Emerging Markets Core Equity Portfolio (9.4%), Dfa International Core Equity Portfolio Institutional Class (6.0%). Go to all DTDRX holdings, DTDRX sectors, or DTDRX dividends.
DTDRX can be compared against other funds. Use DTDRX overlap to find shared positions, or DTDRX vs another fund for a side-by-side view. DTDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.