Dimensional 2035 Target Date Retirement Income Fund Institutional Class
DRIGX
NASDAQ
| Weiss Ratings | DRIGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DRIGX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (10), Joseph F. Kolerich (10), David A. Plecha (10), 3 others | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DRIGX-NASDAQ | Click to Compare |
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| Fund Name | Dimensional 2035 Target Date Retirement Income Fund Institutional Class | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 02, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DRIGX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.02% | |||
| Dividend | DRIGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.69% | |||
| Asset Allocation | DRIGX-NASDAQ | Click to Compare |
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| Cash | 1.53% | |||
| Stock | 46.19% | |||
| U.S. Stock | 33.33% | |||
| Non-U.S. Stock | 12.86% | |||
| Bond | 52.28% | |||
| U.S. Bond | 47.66% | |||
| Non-U.S. Bond | 4.62% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DRIGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.16% | |||
| 30-Day Total Return | -3.20% | |||
| 60-Day Total Return | -2.33% | |||
| 90-Day Total Return | -3.20% | |||
| Year to Date Total Return | 2.25% | |||
| 1-Year Total Return | 2.98% | |||
| 2-Year Total Return | 10.77% | |||
| 3-Year Total Return | 38.34% | |||
| 5-Year Total Return | 16.06% | |||
| Price | DRIGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DRIGX-NASDAQ | Click to Compare |
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| Nav | $13.90 | |||
| 1-Month Low NAV | $13.86 | |||
| 1-Month High NAV | $14.61 | |||
| 52-Week Low NAV | $13.60 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $14.91 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | DRIGX-NASDAQ | Click to Compare |
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| Beta | 2.02 | |||
| Standard Deviation | 9.71 | |||
| Balance Sheet | DRIGX-NASDAQ | Click to Compare |
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| Total Assets | 176.93M | |||
| Operating Ratios | DRIGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.17% | |||
| Turnover Ratio | 12.00% | |||
| Performance | DRIGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.38% | |||
| Last Bear Market Total Return | -14.74% | |||