DRIGX Mutual Fund
DRIGX Mutual Fund
DRIGX Mutual Fund
Dimensional 2035 Target Date Retirement Income Fund Institutional Class
DRIGX Mutual Fund Overview
DRIGX Mutual Fund (Dimensional 2035 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $180.8M in net assets. DRIGX expense ratio is 0.22%, holding 9 positions across various sectors. Inception date: 2015-11-02.
DRIGX performance shows a YTD return of 1.74%. The 1-year return is 6.81% and the 5-year return is 3.21%. DRIGX dividend yield stands at 4.16%, paid quarterly.
DRIGX top holdings include Dfa Ltip Portfolio Institutional Class (33.8%), Dfa Us Large Company Portfolio (16.9%), Dfa U.s. Core Equity 1 (16.9%), Dfa Inflation-Protected Securities I (10.1%), Dfa Large Cap International Portfolio Institutional Class (6.0%). Go to all DRIGX holdings, DRIGX sectors, or DRIGX dividends.
DRIGX can be compared against other funds. Use DRIGX overlap to find shared positions, or DRIGX vs another fund for a side-by-side view. DRIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.