Dimensional 2040 Target Fund Quote

DRIHX Fund  USD 16.98  0.10  0.59%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Dimensional 2040 is trading at 16.98 as of the 13th of August 2025; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 16.88. Dimensional 2040 has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 15th of May 2025 and ending today, the 13th of August 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

  0.78DIHRX Intal High RelativePairCorr
  0.7DILRX Dfa InternationalPairCorr
  0.89DIPSX Dfa Inflation ProtectedPairCorr
  0.96DISVX Dfa International SmallPairCorr
  0.95DISMX Dfa InternationalPairCorr
  0.96DMNBX Dfa Mn MunicipalPairCorr

Dimensional Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Dimensional Fund Advisors (View all Sectors)
Update Date30th of June 2025
Dimensional 2040 Target [DRIHX] is traded in USA and was established 13th of August 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 7.89% with the current yeild of 0.03%, while the total return for the last 3 years was 10.87%.
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

DFALXLarge Cap InternationalMutual FundForeign Large Blend
DFCEXEmerging Markets EMutual FundDiversified Emerging Mkts
DFEOXUs E EquityMutual FundLarge Blend
DFEQXDfa Short Term ExtendedMutual FundShort-Term Bond
DFGFXDfa Two Year GlobalMutual FundWorld Bond-USD Hedged
DFIEXInternational E EquityMutual FundForeign Large Blend
DFUSXUs Large PanyMutual FundLarge Blend
DRXIXDfa Ltip PortfolioMutual FundInflation-Protected Bond
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Dimensional 2040 Target Risk Profiles

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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