Dimensional 2030 Target Date Retirement Income Fund Institutional Class
DRIWX
NASDAQ
| Weiss Ratings | DRIWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DRIWX-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 | DRIWX-NASDAQ | Click to Compare |
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| Fund Name | Dimensional 2030 Target Date Retirement Income Fund Institutional Class | |||
| Category | Target-Date 2030 | |||
| 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 | DRIWX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.39% | |||
| Dividend | DRIWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | DRIWX-NASDAQ | Click to Compare |
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| Cash | 2.12% | |||
| Stock | 34.82% | |||
| U.S. Stock | 24.22% | |||
| Non-U.S. Stock | 10.60% | |||
| Bond | 62.96% | |||
| U.S. Bond | 61.41% | |||
| Non-U.S. Bond | 1.55% | |||
| Preferred | 0.09% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DRIWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.42% | |||
| 30-Day Total Return | -2.26% | |||
| 60-Day Total Return | -1.14% | |||
| 90-Day Total Return | -0.17% | |||
| Year to Date Total Return | 0.00% | |||
| 1-Year Total Return | 9.04% | |||
| 2-Year Total Return | 14.36% | |||
| 3-Year Total Return | 19.90% | |||
| 5-Year Total Return | 12.46% | |||
| Price | DRIWX-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 | DRIWX-NASDAQ | Click to Compare |
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| Nav | $12.08 | |||
| 1-Month Low NAV | $11.81 | |||
| 1-Month High NAV | $12.37 | |||
| 52-Week Low NAV | $11.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.90 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | DRIWX-NASDAQ | Click to Compare |
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| Beta | 1.98 | |||
| Standard Deviation | 9.18 | |||
| Balance Sheet | DRIWX-NASDAQ | Click to Compare |
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| Total Assets | 148.85M | |||
| Operating Ratios | DRIWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.16% | |||
| Turnover Ratio | 13.00% | |||
| Performance | DRIWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.68% | |||
| Last Bear Market Total Return | -14.71% | |||