Back to top
more

Dimensional 2055 Target Date Retirement Income Fund Institutional Class: (MF: DRIKX)

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

$22.80 USD

-0.01 (-0.04%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.57 31
3 months 5.44 31
6 months 11.04 22
1 Year 23.02 14
3 Year 19.74 3
5 Year 12.23 2
10 Year 13.04 1

* Annual for three years and beyond.

Zacks Premium Research for DRIKX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

% Unrealized Gain 33.26
% Yield 1.60
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 141.83
% Turnover 2/28/2026 11.00

Risk

3 Year 5 Year 10 Year
Beta 0.85 0.86 0.91
Alpha 0.43 -0.49 -1.12
R Squared 0.91 0.94 0.95
Std. Dev. 10.17 13.37 14.02
Sharpe 1.48 0.72 1.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Finance 99.95
Other 0.05

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2025)		 % of Portfolio Value (Mil$)
DFA INV US LARGE CO SERIE 34.16 48.51
DFA INV US CORE EQUITY 1 34.10 48.41
DFA INV LARGE CAP INTL PT 12.06 17.12
DFA EMERG MKTS CORE EQ PT 8.58 12.19
DFA INV INTL CORE EQUITY 6.02 8.55
DFA SHORT TERM EXTENDED Q 2.51 3.57
DFA INV 2 YEAR GLOBAL FIX 2.51 3.57
TOTAL*CASH 0.05 0.07

Stock Holding % of Net Assets

As Of 10/31/2025
Total Issues 7
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Composition

% of Portfolio
Stocks 0.00
Foreign Stocks 0.00
Cash 0.05
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 99.95
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 31.42
Large Value 14.67
Small Growth 0.00
Small Value 14.82
Foreign Stock 27.71
Emerging Market 6.96
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 2.44