Dimensional 2060 Target Dt Rtr Inc Instl (DRILX) Research

To achieve its investment objective, the Portfolio directs its capital into various underlying mutual funds, all overseen by the same advisor. This investment strategy is specifically tailored for individuals anticipating retirement around the year 2060, who plan to systematically draw down their investment over an extended period post-retirement. As time progresses, the Portfolio's asset mix within these component funds is designed to progressively shift, adopting a more conservative stance until it arrives at a final, stable allocation known as its "landing point."

Market snapshot

Symbol
DRILX
Price
$25.74
Day change
+0.98%
Market cap
$137.7M
52-week range
20.53-25.91
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Multisector Income Fund - Investor Class (ASIEX)
  • Madison Dividend Income Fd Cl Y (BHBFX)
  • AB Cap Fund, Inc. - AB Concentrated International Growth Portfolio - ADV (CIGYX)
  • MFS High Income Municipal Trust (CXE)
  • DoubleLine Floating Rate Fund - Class N (DLFRX)
  • Morgan Stanley European Opportunity Fund Class I (EUGDX)
  • The Gabelli Global Utility & Income Trust (GLU)
  • GAMCO Natural Resources, Gold & Income Trust (GNT)

Open Dimensional 2060 Target Dt Rtr Inc Instl (DRILX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.