Dimensional 2050 Target Dt Rtr Inc Instl

Frequently Asked Questions About DRIJX

What does DRIJX invest in?

This Portfolio's primary aim is to meet its investment objective by strategically investing in a selection of underlying mutual funds, all managed by the same Advisor. Its asset allocation strategy is specifically designed for individuals anticipating retirement around the year 2050, who also plan to gradually withdraw their investment's value for many years following their retirement date. Over time, the fund's investment mix will progressively adjust, shifting towards a more conservative allocation until it reaches a final, stabilized "landing point" structure.

What is the expense ratio of DRIJX?

Dimensional 2050 Target Dt Rtr Inc Instl (DRIJX) charges an expense ratio of 0.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DRIJX?

Dimensional 2050 Target Dt Rtr Inc Instl (DRIJX) manages $221.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is DRIJX actively managed or an index fund?

DRIJX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (DRIJX's is 0.18%) in exchange for the discretion to over- or under-weight positions.

When was DRIJX launched?

Dimensional 2050 Target Dt Rtr Inc Instl (DRIJX) launched in November 2015 and is managed by Dimensional.

How has DRIJX performed?

DRIJX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.