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Dimensional 2030 Target Dt Rtr Inc Instl (DRIWX)
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11.72 - YTD Return 2.70%
- Expense Ratio 0.18%
- Category Target-Date 2030
- Last Cap Gain -7.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 193.81M
- Beta (5Y Monthly) 1.11
- Yield 3.34%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.01
- Inception Date Nov 2, 2015
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2030 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolio's allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the "landing point".
Dimensional Fund Advisors
Fund Family
Target-Date 2030
Fund Category
193.81M
Net Assets
2015-11-02
Inception Date
Performance Overview: DRIWX
Trailing returns as of 4/24/2024. Category is Target-Date 2030.
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Holdings: DRIWX
Top 9 Holdings (100.00% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorDRIWX
Technology 23.87%
Financial Services 14.73%
Industrials 11.97%
Consumer Cyclical 11.48%
Healthcare 10.72%
Communication Services 7.38%
Consumer Defensive 6.19%
Energy 5.30%
Basic Materials 4.66%
Utilities 2.22%
Real Estate 1.47%
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