Dimensional 2040 is trading at 15.17 as of the 10th of April 2025; that is 5.42 percent increase since the beginning of the trading day. The fund's open price was 14.39. Dimensional 2040 has about a 21 % 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. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 10th of April 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
Dimensional 2040 Target Date Retirement Income Fund Institutional Class
Dimensional 2040 Target [DRIHX] is traded in USA and was established 10th of April 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 0.64% with the current yeild of 0.03%, while the total return for the last 3 years was 2.01%.
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Instrument Allocation
Top Dimensional 2040 Target Mutual Fund Constituents
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.