Dimensional 2045 Target Fund Five Year Return
| DRIIX Fund | USD 19.31 0.02 0.10% |
Dimensional 2045 Target fundamentals help investors to digest information that contributes to Dimensional 2045's financial success or failures. It also enables traders to predict the movement of Dimensional Mutual Fund. The fundamental analysis module provides a way to measure Dimensional 2045's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dimensional 2045 mutual fund.
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Dimensional 2045 Target Mutual Fund Five Year Return Analysis
Dimensional 2045's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Dimensional 2045 Target has a Five Year Return of 0.0%. This indicator is about the same for the Dimensional Fund Advisors average (which is currently at 0.0) family and about the same as Target-Date 2045 (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Dimensional 2045
The fund consists of 82.71% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Dimensional 2045's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dimensional Fundamentals
| Total Asset | 103.35 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | (0.09) % | ||||
| One Year Return | 0.03 % | ||||
| Three Year Return | 0.06 % | ||||
| Net Asset | 58.5 M | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 6.48 % | ||||
| Equity Positions Weight | 82.71 % | ||||
| Bond Positions Weight | 10.13 % |
About Dimensional 2045 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dimensional 2045 Target's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dimensional 2045 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dimensional 2045 Target based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Dimensional 2045 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 2045 security.
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