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 (11), Joseph F. Kolerich (11), David A. Plecha (11), 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 | 1.56% | |||
| Dividend | DRIKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | DRIKX-NASDAQ | Click to Compare |
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| Cash | 1.66% | |||
| Stock | 94.18% | |||
| U.S. Stock | 68.24% | |||
| Non-U.S. Stock | 25.94% | |||
| Bond | 4.16% | |||
| U.S. Bond | 1.71% | |||
| Non-U.S. Bond | 2.45% | |||
| 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 | -1.36% | |||
| 30-Day Total Return | -1.63% | |||
| 60-Day Total Return | -2.82% | |||
| 90-Day Total Return | -2.29% | |||
| Year to Date Total Return | 11.42% | |||
| 1-Year Total Return | 14.16% | |||
| 2-Year Total Return | 35.28% | |||
| 3-Year Total Return | 71.57% | |||
| 5-Year Total Return | 62.49% | |||
| 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 | $25.31 | |||
| 1-Month Low NAV | $25.30 | |||
| 1-Month High NAV | $25.98 | |||
| 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 | 1.56 | |||
| Standard Deviation | 10.77 | |||
| Balance Sheet | DRIKX-NASDAQ | Click to Compare |
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| Total Assets | 161.88M | |||
| 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% | |||