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Dimensional 2035 Target Date Retirement Income Fund Institutional Class: (MF: DRIGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:28 PM ET

$13.94 USD

+0.06 (0.43%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.93 45
3 months 3.48 69
6 months 8.28 52
1 Year 12.17 75
3 Year 10.96 69
5 Year 5.30 72
10 Year 8.56 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.11
5 Year 4.45
10 Year 7.67
Since Inception 7.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.23 4.35 4.92 1.14
2024 3.90 1.13 6.55 -4.19
2023 6.22 2.83 -5.84 9.80
2022 -5.84 -14.74 -7.96 6.99
2021 1.70 6.78 -0.01 6.66

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.9312.117.2812.93-20.9515.8316.4821.77-7.3018.238.38
% Total Return Rel to Index -0.02-6.10-17.73-13.30-2.74-12.85-1.91-9.71-2.91-3.56-3.55
% Total Return Rel to Peer -0.81-2.39-2.63-0.22-7.984.325.794.57-0.814.772.10
% Perf Quintile vs Peer* 4.004.000.003.005.002.001.002.004.002.002.00
% Dividends 0.000.500.380.400.470.350.200.250.240.230.20
% Yield 0.003.282.703.513.702.031.321.892.101.821.87
Capital Gains ($) 0.000.500.190.110.230.290.280.040.030.010.00
Expense Ratio 0.000.170.180.200.210.220.250.260.250.260.00

* 1 = Top 20%, 5 = Bottom 20%