Dimensional 2055 Target Date Retirement Income Fund Institutional Class
DRIKX
NASDAQ
| Weiss Ratings | DRIKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | DRIKX-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 | DRIKX-NASDAQ | Click to Compare |
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| Fund Name | Dimensional 2055 Target Date Retirement Income Fund Institutional Class | |||
| Category | Target-Date 2055 | |||
| 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 | DRIKX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.55% | |||
| Dividend | DRIKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.69% | |||
| Asset Allocation | DRIKX-NASDAQ | Click to Compare |
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| Cash | 2.38% | |||
| Stock | 92.77% | |||
| U.S. Stock | 66.92% | |||
| Non-U.S. Stock | 25.85% | |||
| Bond | 4.84% | |||
| U.S. Bond | 2.05% | |||
| Non-U.S. Bond | 2.79% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | DRIKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.40% | |||
| 30-Day Total Return | -0.40% | |||
| 60-Day Total Return | 0.75% | |||
| 90-Day Total Return | 2.15% | |||
| Year to Date Total Return | 13.27% | |||
| 1-Year Total Return | 16.11% | |||
| 2-Year Total Return | 36.62% | |||
| 3-Year Total Return | 79.38% | |||
| 5-Year Total Return | 74.36% | |||
| Price | DRIKX-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 | DRIKX-NASDAQ | Click to Compare |
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| Nav | $25.73 | |||
| 1-Month Low NAV | $25.51 | |||
| 1-Month High NAV | $26.18 | |||
| 52-Week Low NAV | $21.99 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $26.27 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | DRIKX-NASDAQ | Click to Compare |
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| Beta | 1.75 | |||
| Standard Deviation | 10.98 | |||
| Balance Sheet | DRIKX-NASDAQ | Click to Compare |
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| Total Assets | 162.67M | |||
| Operating Ratios | DRIKX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.21% | |||
| Turnover Ratio | 11.00% | |||
| Performance | DRIKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.61% | |||
| Last Bear Market Total Return | -14.08% | |||