NASDAQ · Asset Management - Income

Dimensional 2060 Target Dt Rtr Inc Instl (DRILX) Stock

$26.21 +1.55% NASDAQ: DRILX Financial Services

To achieve its investment objective, the Portfolio directs its capital into various underlying mutual funds, all overseen by the same advisor. This investment strategy is specifically tailored for individuals anticipating retirement around the year 2060, who plan to systematically draw down their investment over an extended period post-retirement.

Valuation

MetricValue
Price$26.21
Market Cap$141.08M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$26.21
52-Week Low$21.54
Dividend Yield1.83%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y24.42%
Return 3Y71.31%
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ASIEXMultisector Income Fund - Investor Class $8.89 -0.11% 24.03 $97.80M 5.40%
BHBFXMadison Dividend Income Fd Cl Y $26.57 -0.08% 8.15 $87.24M 1.58%
CIGYXAB Cap Fund, Inc. - AB Concentrated International Growth Portfolio - ADV $11.69 -0.26% $108.97M 0.62%
CXEMFS High Income Municipal Trust $3.65 -1.35% 1520.31 $115.07M 0.00%
DLFRXDoubleLine Floating Rate Fund - Class N $8.96 -0.02% -34.45 $103.92M 5.92%

About Dimensional 2060 Target Dt Rtr Inc Instl

To achieve its investment objective, the Portfolio directs its capital into various underlying mutual funds, all overseen by the same advisor. This investment strategy is specifically tailored for individuals anticipating retirement around the year 2060, who plan to systematically draw down their investment over an extended period post-retirement. As time progresses, the Portfolio's asset mix within these component funds is designed to progressively shift, adopting a more conservative stance until it arrives at a final, stable allocation known as its "landing point."

Dimensional 2060 Target Dt Rtr Inc Instl is headquartered in US.

Dimensional 2060 Target Dt Rtr Inc Instl (DRILX) stock trades at $26.21 with a market capitalization of $141.08M. Over the past 52 weeks the stock has ranged between $21.54 and $26.21, and currently trades at its 52-week high. It pays a dividend yielding 1.83%.

Official website: www.dimensional.com/us-en/funds/drilx/dimensional-2060-target-date-retirement-income-fund

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