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Dimensional 2055 Target Dt Rtr Inc Instl (DRIKX)

19.50
+0.29
+(1.51%)
At close: May 2 at 8:00:35 PM EDT
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  • Previous Close 19.21
  • YTD Return -1.55%
  • Expense Ratio 0.22%
  • Category Target-Date 2055
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 112.99M
  • Beta (5Y Monthly) 1.23
  • Yield 1.83%
  • 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 2055 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 2055

Fund Category

112.99M

Net Assets

2015-11-02

Inception Date

Performance Overview: DRIKX

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Trailing returns as of 5/2/2025. Category is Target-Date 2055.

YTD Return

DRIKX
1.55%
Category
12.13%
 

1-Year Return

DRIKX
6.53%
Category
37.63%
 

3-Year Return

DRIKX
7.40%
Category
13.82%
 

5-Year Return

DRIKX
16.07%
Category
13.76%
 

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Holdings: DRIKX

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Sector Weightings

SectorDRIKX
Technology   24.70%
Industrials   11.22%
Healthcare   9.36%
Energy   4.53%
Utilities   2.58%
Real Estate   1.39%

Recent News: DRIKX

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Research Reports: DRIKX

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