DRIRX Mutual Fund
DRIRX Mutual Fund
DRIRX Mutual Fund
Dimensional 2020 Target Date Retirement Income Fund Institutional Class
DRIRX Mutual Fund Overview
DRIRX Mutual Fund (Dimensional 2020 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $43.9M in net assets. DRIRX expense ratio is 0.19%, holding 7 positions across various sectors. Inception date: 2015-11-02.
DRIRX performance shows a YTD return of 0.39%. The 1-year return is 3.87% and the 5-year return is 1.54%. DRIRX dividend yield stands at 3.99%, paid quarterly.
DRIRX top holdings include Dfa Inflation-Protected Securities I (65.5%), Dfa Ltip Portfolio Institutional Class (9.6%), Dfa Us Large Company Portfolio (8.9%), Dfa U.s. Core Equity 1 (8.9%), Dfa Large Cap International Portfolio Institutional Class (3.2%). Go to all DRIRX holdings, DRIRX sectors, or DRIRX dividends.
DRIRX can be compared against other funds. Use DRIRX overlap to find shared positions, or DRIRX vs another fund for a side-by-side view. DRIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.