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DRIWX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Dimensional 2030 Target Dt Rtr Inc Instl (DRIWX) Ownership - Who owns Dimensional 2030 Target Dt Rtr Inc Instl?

The investment seeks to provide total return consistent with the Portfolio's current asset allocation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

DRIWX

Net Assets

169M

Fund Existence

over 9 years

Turnover

17.00

Total Expense Ratio

0.17

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2030

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.17

Assets in Top Ten Holdings

192M

Average Credit Quality

Average Effective Duration

12.24

Average Effective Maturity

16.01

Fund of Funds

Yes

Fund Share Class Net Assets

172M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

14.64

No Load Fund

Yes

Number of Long Holdings

10.00

Number of Net Holdings

10.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.14

Weighting Top Ten Holdings

99.98%

Gain YTD

5.205

Annual Yield % from dividends

3.18

Returns for 1 year

3.69

Returns for 3 years

10.17

Returns for 5 years

9.56

Returns for 10 years

N/A

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Fundamentals

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