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Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX)
15.72
+0.13
+(0.83%)
At close: May 2 at 8:00:35 PM EDT
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- Previous Close
15.59 - YTD Return 0.09%
- Expense Ratio 0.19%
- Category Target-Date 2040
- Last Cap Gain 23.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 195.15M
- Beta (5Y Monthly) 1.10
- Yield 2.83%
- 5y Average Return --
- Holdings Turnover 10.00%
- Last Dividend 0.05
- 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 2040 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 2040
Fund Category
195.15M
Net Assets
2015-11-02
Inception Date
Performance Overview: DRIHX
View MoreTrailing returns as of 5/2/2025. Category is Target-Date 2040.
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Holdings: DRIHX
View MoreSector Weightings
SectorDRIHX
Technology 24.71%
Financial Services 16.80%
Consumer Cyclical 11.06%
Industrials 11.06%
Healthcare 9.55%
Communication Services 8.09%
Consumer Defensive 6.19%
Energy 4.62%
Basic Materials 3.87%
Utilities 2.61%
Real Estate 1.44%
Recent News: DRIHX
View MoreResearch Reports: DRIHX
View MoreTop Mutual Funds
UMPSX ProFunds UltraMid Cap Fund
43.41
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UMPIX ProFunds UltraMid Cap Fund
56.42
+4.71%
UPDDX Upright Growth & Income
17.47
+3.99%
FHKTX Fidelity Advisor China Region M
39.70
+3.74%
FIQFX Fidelity Advisor China Region Z
40.30
+3.73%
FHKIX Fidelity Advisor China Region I
40.33
+3.73%
FHKAX Fidelity Advisor China Region A
40.06
+3.73%
FCHKX Fidelity Advisor China Region C
38.12
+3.73%
FHKCX Fidelity China Region
40.65
+3.73%
RYMDX Rydex Mid-Cap 1.5x Strategy H
118.29
+3.60%
RYAHX Rydex Mid-Cap 1.5x Strategy A
117.75
+3.60%
RYSIX Rydex Electronics Inv
360.70
+3.58%
RYELX Rydex Electronics A
326.62
+3.58%
RYSAX Rydex Electronics H
316.28
+3.58%
NEAGX Needham Aggressive Growth Retail
42.55
+3.38%
NEAIX Needham Aggressive Growth Institutional
45.00
+3.38%
FSELX Fidelity Select Semiconductors
27.28
+3.37%
FELCX Fidelity Advisor Semiconductors C
55.00
+3.34%
FELAX Fidelity Advisor Semiconductors A
70.51
+3.34%
FELTX Fidelity Advisor Semiconductors M
65.33
+3.34%
FIKGX Fidelity Advisor Semiconductors Z
77.12
+3.34%
FELIX Fidelity Advisor Semiconductors I
76.85
+3.33%
MSSGX Morgan Stanley Inst Inception I
15.75
+3.28%
ACILX American Century Heritage G
28.36
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MFLLX Morgan Stanley Inst Inception R6
15.93
+3.24%
ATHDX American Century Heritage R6
27.72
+3.24%
ATHWX American Century Heritage R
18.80
+3.24%
FGSCX Federated Hermes MDT Mid Cap Growth C
24.86
+3.24%
ATHYX American Century Heritage Y
27.73
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CSCRX Columbia Small Cap Growth Inst2
26.20
+3.23%
TWHIX American Century Heritage Fund
23.34
+3.23%
FGSKX Federated Hermes MDT Mid Cap Growth R6
52.45
+3.23%
ATHIX American Century Heritage I
26.87
+3.23%
ATHAX American Century Heritage A
19.20
+3.23%
ATHGX American Century Heritage R5
26.88
+3.23%
MXXIX Marsico Midcap Growth Focus Fund
52.55
+3.22%
FGSAX Federated Hermes MDT Mid Cap Growth A
57.06
+3.22%
CMSCX Columbia Small Cap Growth Inst
25.66
+3.22%
FGSIX Federated Hermes MDT Mid Cap Growth IS
61.28
+3.22%
CSGYX Columbia Small Cap Growth Inst3
26.66
+3.21%
CGOAX Columbia Small Cap Growth A
23.19
+3.20%
CCRIX Columbia Small Cap Growth Fund
22.25
+3.20%
CGOCX Columbia Small Cap Growth C
16.21
+3.18%
CMSHX Columbia Small Cap Growth S
25.66
+3.18%
RYVYX Rydex NASDAQ-100 2x Strategy H
475.53
+3.15%
RYVLX Rydex NASDAQ-100 2x Strategy A
475.68
+3.15%
RYCCX Rydex NASDAQ-100 2x Strategy C
333.67
+3.14%
UOPIX ProFunds UltraNASDAQ-100 Fund
98.88
+3.14%
UOPSX ProFunds UltraNASDAQ-100 Fund
67.80
+3.13%
FSEAX Fidelity Emerging Asia
51.92
+3.12%
FEATX Fidelity Advisor Emerging Asia M
47.53
+3.10%
FERIX Fidelity Advisor Emerging Asia I
52.55
+3.10%
FIQPX Fidelity Advisor Emerging Asia Z
52.62
+3.10%
FEAAX Fidelity Advisor Emerging Asia A
49.97
+3.09%
FERCX Fidelity Advisor Emerging Asia C
42.17
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LSHEX Kinetics Spin-Off and Corp Rest No Load
39.53
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FTXFX FullerThaler Behavioral Sm-Cp Gr R6
42.03
+2.99%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
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FTXAX FullerThaler Behavioral Sm-Cp Gr A
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39.35
+2.98%
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LSHUX Kinetics Spin-Off and Corp Rest Instl
37.70
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40.84
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.40
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