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 | 3.26% | |||
| Dividend | DRIGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | DRIGX-NASDAQ | Click to Compare |
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| Cash | 4.19% | |||
| Stock | 48.15% | |||
| U.S. Stock | 33.53% | |||
| Non-U.S. Stock | 14.62% | |||
| Bond | 47.54% | |||
| U.S. Bond | 43.93% | |||
| Non-U.S. Bond | 3.61% | |||
| Preferred | 0.12% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | DRIGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.52% | |||
| 30-Day Total Return | -2.65% | |||
| 60-Day Total Return | -1.62% | |||
| 90-Day Total Return | -0.43% | |||
| Year to Date Total Return | -0.21% | |||
| 1-Year Total Return | 12.24% | |||
| 2-Year Total Return | 16.91% | |||
| 3-Year Total Return | 27.08% | |||
| 5-Year Total Return | 20.87% | |||
| 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 | $13.94 | |||
| 1-Month Low NAV | $13.60 | |||
| 1-Month High NAV | $14.34 | |||
| 52-Week Low NAV | $12.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.89 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | DRIGX-NASDAQ | Click to Compare |
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| Beta | 2.04 | |||
| Standard Deviation | 9.88 | |||
| Balance Sheet | DRIGX-NASDAQ | Click to Compare |
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| Total Assets | 187.33M | |||
| 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 | 11.95% | |||
| Last Bear Market Total Return | -14.74% | |||