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Dimensional 2060 Target Dt Rtr Inc Instl (DRILX)
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18.93 - YTD Return 9.24%
- Expense Ratio 0.22%
- Category Target-Date 2060+
- Last Cap Gain 9.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 76.13M
- Beta (5Y Monthly) 1.26
- Yield 1.79%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.04
- 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 2060 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 2060+
Fund Category
76.13M
Net Assets
2015-11-02
Inception Date
Performance Overview: DRILX
Trailing returns as of 6/14/2024. Category is Target-Date 2060+.
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10.08
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11.44
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DGTSX DFA Global Allocation 25/75 I
14.20
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Holdings: DRILX
Top 7 Holdings (99.79% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorDRILX
Technology 23.40%
Financial Services 14.96%
Industrials 12.02%
Consumer Cyclical 11.08%
Healthcare 10.40%
Communication Services 7.49%
Consumer Defensive 6.28%
Energy 5.78%
Basic Materials 4.74%
Utilities 2.44%
Real Estate 1.42%
Recent News: DRILX
Research Reports: DRILX
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FSCSX Fidelity Select Software & IT Svcs Port
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21.87
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WESNX William Blair Emerg Mkts Sm Cp Gr N
21.45
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BESIX William Blair Emerg Mkts Sm Cp Gr I
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WESJX William Blair Emerg Mkts Sm Cp Gr R6
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UOPSX ProFunds UltraNASDAQ-100 Svc
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RYVLX Rydex NASDAQ-100 2x Strategy A
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33.09
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34.49
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RYPMX Rydex Precious Metals Inv
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20.08
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RYZCX Rydex Precious Metals C
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FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
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84.19
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INAAX ALPS/Kotak India ESG A
19.14
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INDAX ALPS/Kotak India ESG Inv
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NHCCX Nuveen High Yield Municipal Bond C
15.30
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NHMAX Nuveen High Yield Municipal Bond A
15.32
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NHMFX Nuveen High Yield Municipal Bond R6
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16.83
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17.29
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16.34
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PDEZX PGIM Jennison Emerging Markets Eq Opps Z
16.73
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PDEQX PGIM Jennison Emerging Markets Eq OppsR6
16.77
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PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.19
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PBFDX Payson Total Return Fund
33.07
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ALAFX Alger Focus Equity A
67.48
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ALCFX Alger Focus Equity C
60.69
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ALZFX Alger Focus Equity Z
70.26
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ALGYX Alger Focus Equity Y
70.52
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ALGRX Alger Focus Equity I
68.04
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AIGOX Alger Growth & Income I-2
31.21
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CLDAX Calvert Core Bond A
15.69
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VCOBX Vanguard Core Bond Admiral
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FEDTX Fidelity Advisor Emerg Mkts Discv M
16.37
+0.49%
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.41
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144.18
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FEGOX First Eagle Gold C
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FIQGX Fidelity Advisor Emerg Mkts Discv Z
16.53
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143.50
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LGLAX Lord Abbett Growth Leaders A
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