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DRIQX Dimensional 2015 Target Dt Rtr Inc Instl

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Fund DRIQX Dimensional 2015 Target Dt Rtr Inc Instl
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Similarity
?
100%
Annual Fees
?
$21.72
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.43% annual return
$25,840.22
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 5.26%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide total return consistent with the fund's current asset allocation. To achieve its investment objective, the fund 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 2015 (the target date) and are planning to withdraw the value of the investment in the Portfolio over many years after the target date.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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