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 sectors including Financials. Inception date: 2020-01-02.
DTDRX performance shows a YTD return of 10.64%. The 1-year return is 23.41% and the 5-year return is 11.47%. DTDRX dividend yield stands at 1.85%, paid quarterly.
DTDRX top holdings include Dfa U.s. Core Equity 1 (33.4%), Dfa Us Large Company Portfolio (33.4%), Dfa Large Cap International Portfolio Institutional Class (12.6%), Dfa Emerging Markets Core Equity Portfolio (9.0%), Dfa International Core Equity Portfolio Institutional Class (6.3%). View all DTDRX holdings, sector breakdown, or dividend history.
DTDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DTDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.