Dimensional 2045 Target Dt Rtr Inc Instl (DRIIX) Research
This Portfolio seeks to achieve its financial goals by investing strategically in a selection of other mutual funds, all overseen by the same Advisor. Its investment strategy is specifically tailored for individuals who anticipate retiring around the year 2045. This includes investors planning to gradually draw income from their investment well into their post-retirement years, rather than a single withdrawal at the target date. A key characteristic of this Portfolio is its dynamic asset allocation: over time, the mix of underlying funds will automatically adjust, progressively shifting towards a more conservative investment profile until it reaches its ultimate, stable "landing point."
Market snapshot
- Symbol
- DRIIX
- Price
- $22.96
- Day change
- +0.83%
- Market cap
- $244.8M
- 52-week range
- 19.36-23.06
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- MAI Managed Volatility Fund Investor Class (DIVPX)
- Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX)
- Dimensional 2050 Target Dt Rtr Inc Instl (DRIJX)
- Dimensional 2060 Target Dt Rtr Inc Instl (DRILX)
- Eaton Vance OR Municipal Income A (ETORX)
- Eaton Vance Municipal Income 2028 Term Trust (ETX)
- Hennessy Equity and Income Fund Investor Class (HEIFX)
- MAI Managed Volatility Fund Institutional Shs (MAIPX)
Open Dimensional 2045 Target Dt Rtr Inc Instl (DRIIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.