Nasdaq - Delayed Quote USD
Dimensional 2060 Target Dt Rtr Inc Instl (DRILX)
20.42
-0.04
(-0.20%)
At close: 8:00:35 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Scottrade TF
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard TF
- LPL SWM - 10.24.2024
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access Tier 0
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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".
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 93.87M |
| YTD Return | -1.44% |
| Yield | 1.82% |
| Morningstar Rating | |
| Inception Date | Nov 02, 2015 |
Performance & Risk
| YTD Return | 4.39% |
| 5y Average Return | 15.47% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
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