DRIQX

About DRIQX

Dimensional 2015 Target Date Retirement Income Fund Institutional Class is a target-date mutual fund designed to provide a comprehensive retirement income solution for investors who have reached or are near their retirement year of 2015. Its primary function is to balance capital preservation with modest growth by gradually transitioning its asset allocation over time toward a more conservative mix. At its final allocation, the fund typically holds between 15% and 25% of its assets in domestic and international equities, with the remainder invested in a diversified selection of bonds and other fixed income instruments. This structure is intended to help manage risk for investors focusing on income and stability post-retirement. Notably, the fund benchmarks its performance against indices such as the S&P Global BMI Index and the Citi World Government Bond Index, reflecting its broad exposure across global equity and fixed income markets. The fund serves as an anchor for retirement portfolios, offering exposure to multiple asset classes and sectors with a focus on delivering a total return consistent with the investment needs of retirees.