Dimensional 2040 Target Fund Quote
| DRIHX Fund | USD 16.41 0.11 0.67% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Dimensional 2040 is trading at 16.41 as of the 26th of November 2024; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 16.3. Dimensional 2040 has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dimensional 2040 Target are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Dimensional 2040 Target
Dimensional Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 30th of September 2024 |
| Name | Dimensional 2040 Target Date Retirement Income Fund Institutional Class |
Dimensional 2040 Target [DRIHX] is traded in USA and was established 26th of November 2024. Dimensional 2040 is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 83.49 M in assets under management (AUM) with no minimum investment requirementsDimensional 2040 Target is currently producing year-to-date (YTD) return of 13.42% with the current yeild of 0.03%, while the total return for the last 3 years was 3.7%.
Check Dimensional 2040 Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional 2040 Target Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dimensional 2040 Target Mutual Fund Constituents
| DFALX | Large Cap International | Mutual Fund | Foreign Large Blend | |
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts | |
| DFEOX | Us E Equity | Mutual Fund | Large Blend | |
| DFEQX | Dfa Short Term Extended | Mutual Fund | Short-Term Bond | |
| DFGFX | Dfa Two Year Global | Mutual Fund | World Bond-USD Hedged | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend | |
| DFUSX | Us Large Pany | Mutual Fund | Large Blend | |
| DRXIX | Dfa Ltip Portfolio | Mutual Fund | Inflation-Protected Bond |
Dimensional 2040 Target Risk Profiles
| Mean Deviation | 0.4005 | |||
| Semi Deviation | 0.4657 | |||
| Standard Deviation | 0.5159 | |||
| Variance | 0.2661 |
Dimensional 2040 Against Markets
Other Information on Investing in Dimensional Mutual Fund
Dimensional 2040 financial ratios help investors to determine whether Dimensional Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dimensional with respect to the benefits of owning Dimensional 2040 security.
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