Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX)
Dimensional 2040 Target Dt Rtr Inc Instl operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Austin, TX, US. The stock last traded at $18.27, up 0.27% on the session, giving a market capitalisation of $211.4M. Its beta of 1.03 implies it has historically moved more than the broad market.
This fund seeks to achieve its investment objective by allocating its assets to other mutual funds overseen by the Advisor. Its asset allocation strategy is specifically tailored for investors anticipating retirement around 2040, who also intend to gradually withdraw their investment value over an extended period following that target date. The portfolio's asset mix will dynamically adjust over time, steadily transitioning to a more conservative profile until it reaches its predetermined "landing point."
Dimensional 2040 Target Dt Rtr Inc Instl is most often compared with the following Financial Services names: