Dimensional 2040 Target Fund Quote
| DRIHX Fund | USD 16.56 0.02 0.12% |
PerformanceStrong
| Odds Of DistressLow
|
Dimensional 2040 is trading at 16.56 as of the 21st of July 2025; that is 0.12 percent decrease since the beginning of the trading day. The fund's open price was 16.58. Dimensional 2040 has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. 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
Moving together with Dimensional Mutual Fund
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 June 2025 |
| Name | Dimensional 2040 Target Date Retirement Income Fund Institutional Class |
Dimensional 2040 Target [DRIHX] is traded in USA and was established 21st of July 2025. 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 6.66% with the current yeild of 0.03%, while the total return for the last 3 years was 11.79%.
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 | 0.4151 | |||
| Semi Deviation | 0.2989 | |||
| Standard Deviation | 0.589 | |||
| Variance | 0.347 |
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.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |