Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX) Research
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."
Market snapshot
- Symbol
- DRIHX
- Price
- $18.42
- Day change
- +0.77%
- Market cap
- $207.6M
- 52-week range
- 16.3-18.47
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Dimensional 2045 Target Dt Rtr Inc Instl (DRIIX)
- Dimensional 2050 Target Dt Rtr Inc Instl (DRIJX)
- Dimensional 2060 Target Dt Rtr Inc Instl (DRILX)
- Western Asset Global High Income Fund Inc. (EHI)
- Eaton Vance OR Municipal Income A (ETORX)
- Eaton Vance Municipal Income 2028 Term Trust (ETX)
- Madison Covered Call & Equity Income Fund Class Y (MENYX)
- MFS Municipal Income Trust (MFM)
Open Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.