DRIUX Mutual Fund
DRIUX Mutual Fund
DRIUX Mutual Fund
Dimensional 2025 Target Date Retirement Income Fund Institutional Class
DRIUX Mutual Fund Overview
DRIUX Mutual Fund (Dimensional 2025 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $90.7M in net assets. DRIUX expense ratio is 0.19%, holding 8 positions across various sectors. Inception date: 2015-11-02.
DRIUX performance shows a YTD return of -0.40%. The 1-year return is 0.08% and the 5-year return is 0.61%. DRIUX dividend yield stands at 4.35%, paid quarterly.
DRIUX top holdings include Dfa Inflation-Protected Securities I (56.8%), Dfa Ltip Portfolio Institutional Class (18.1%), Dfa Us Large Company Portfolio (9.1%), Dfa U.s. Core Equity 1 (9.1%), Dfa Large Cap International Portfolio Institutional Class (3.2%). Go to all DRIUX holdings, DRIUX sectors, or DRIUX dividends.
DRIUX can be compared against other funds. Use DRIUX overlap to find shared positions, or DRIUX vs another fund for a side-by-side view. DRIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.