DRIQX Mutual Fund
DRIQX Mutual Fund
DRIQX Mutual Fund
Dimensional 2015 Target Date Retirement Income Fund Institutional Class
DRIQX Mutual Fund Overview
DRIQX Mutual Fund (Dimensional 2015 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $18.2M in net assets. holding 8 positions across various sectors. Inception date: 2015-11-02.
DRIQX performance shows a YTD return of 1.11%. The 1-year return is 5.20% and the 5-year return is 2.55%. DRIQX dividend yield stands at 3.69%, paid quarterly.
DRIQX top holdings include Dfa Inflation-Protected Securities I (76.5%), Dfa U.s. Core Equity 1 (8.4%), Dfa Us Large Company Portfolio (8.4%), Dfa Large Cap International Portfolio Institutional Class (3.0%), Dfa Emerging Markets Core Equity Portfolio (2.2%). Go to all DRIQX holdings, DRIQX sectors, or DRIQX dividends.
DRIQX can be compared against other funds. Use DRIQX overlap to find shared positions, or DRIQX vs another fund for a side-by-side view. DRIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.