Dimensional 2030 is trading at 12.62 as of the 25th of November 2024; that is 1.04 percent up since the beginning of the trading day. The fund's open price was 12.49. Dimensional 2030 has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dimensional 2030 Target are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th 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 2030 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. More on Dimensional 2030 Target
Dimensional 2030 Target [DRIWX] is traded in USA and was established 25th of November 2024. Dimensional 2030 is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 143.94 M in assets under management (AUM) with no minimum investment requirementsDimensional 2030 Target is currently producing year-to-date (YTD) return of -0.01% with the current yeild of 0.03%, while the total return for the last 3 years was 0.07%.
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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 2030 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.
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Other Information on Investing in Dimensional Mutual Fund
Dimensional 2030 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 2030 security.