Dimensional 2040 Target Dt Rtr Inc Instl DRIHX

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17.72 USD -0.03 (-0.17%)

At closeNov 4, 2026, 8:05 AM EST

Day range unavailable

16.57 52-week range 18.47
YTD
+3.75%
1 year
+0.91%
Market cap
187.75M
YTD return
+3.75%
1-year return
+0.91%
Previous close
17.75
52-week range
16.57 – 18.47

2Y +1.73 (+10.80%)

1618Jan 25Jun 25Nov 25Mar 26Aug 2617.75

Key statistics

Enterprise value
0
PEG ratio
0.00
Price / sales
0.00
Price / book
0.00
Dividend yield
0.00%
Payout ratio
0.00%
Short % of float
0.00%
50-day average
16.27
200-day average
15.79

About Dimensional 2040 Target Dt Rtr Inc Instl

To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolio's allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the "landing point".

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