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Dimensional 2015 Target Dt Rtr Inc Instl (DRIQX)

11.12
-0.01
(-0.09%)
At close: May 2 at 8:00:35 PM EDT
Loading Chart for DRIQX
  • Previous Close 11.13
  • YTD Return 2.92%
  • Expense Ratio 0.17%
  • Category Target-Date 2015
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 25.59M
  • Beta (5Y Monthly) 0.76
  • Yield 2.61%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • 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 that retired in or within a few years of 2015 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 it reaches the final "landing point".

Dimensional Fund Advisors

Fund Family

Target-Date 2015

Fund Category

25.59M

Net Assets

2015-11-02

Inception Date

Performance Overview: DRIQX

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Trailing returns as of 5/2/2025. Category is Target-Date 2015.

YTD Return

DRIQX
2.92%
Category
5.24%
 

1-Year Return

DRIQX
6.45%
Category
17.09%
 

3-Year Return

DRIQX
1.32%
Category
9.13%
 

5-Year Return

DRIQX
5.47%
Category
8.26%
 

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Holdings: DRIQX

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Sector Weightings

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

Recent News: DRIQX

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Research Reports: DRIQX

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