Dimensional 2050 Target Fund Quote
| DRIJX Fund | USD 17.44 0.15 0.85% |
Performance13 of 100
| Odds Of DistressLess than 19
|
Dimensional 2050 is trading at 17.44 as of the 16th of April 2024; that is -0.85 percent down since the beginning of the trading day. The fund's open price was 17.59. Dimensional 2050 has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Dimensional 2050 Target are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2050 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. More on Dimensional 2050 Target
Moving together with Dimensional Mutual Fund
| 0.94 | DIHRX | Intal High Relative | PairCorr |
| 0.85 | DILRX | Dfa International | PairCorr |
| 0.9 | DISVX | Dfa International Small | PairCorr |
| 0.89 | DISMX | Dfa International | PairCorr |
| 0.63 | DMREX | Dfa Municipal Real | PairCorr |
Dimensional Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dimensional 2050's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dimensional 2050 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Target-Date 2050 Funds, Target-Date 2050, Dimensional Fund Advisors, Large Blend, Target-Date 2050 (View all Sectors) |
| Update Date | 31st of March 2024 |
Dimensional 2050 Target [DRIJX] is traded in USA and was established 16th of April 2024. Dimensional 2050 is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Target-Date 2050 category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 48.38 M in assets under management (AUM) with no minimum investment requirementsDimensional 2050 Target is currently producing year-to-date (YTD) return of -0.09% with the current yeild of 0.02%, while the total return for the last 3 years was 0.06%.
Check Dimensional 2050 Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional 2050 Target Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dimensional 2050 Target Mutual Fund Constituents
| DFALX | Large Cap International | Mutual Fund | Foreign Large Blend |
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts |
| DFEOX | Us E Equity | Mutual Fund | Large Blend |
| DFEQX | Dfa Short Term Extended | Mutual Fund | Short-Term Bond |
| DFGFX | Dfa Two Year Global | Mutual Fund | World Bond-USD Hedged |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend |
| DFUSX | Us Large Pany | Mutual Fund | Large Blend |
Dimensional 2050 Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dimensional 2050 jumping above the current price in 90 days from now is about 40.33%. The Dimensional 2050 Target probability density function shows the probability of Dimensional 2050 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dimensional 2050 Target has a beta of -0.0024 suggesting as returns on the benchmark increase, returns on holding Dimensional 2050 are expected to decrease at a much lower rate. During a bear market, however, Dimensional 2050 Target is likely to outperform the market. Additionally, dimensional 2050 Target has an alpha of 0.089, implying that it can generate a 0.089 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dimensional 2050 to move above the current price in 90 days from now is about 40.33 (This Dimensional 2050 Target probability density function shows the probability of Dimensional Mutual Fund to fall within a particular range of prices over 90 days) .
Dimensional 2050 Target Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dimensional 2050 market risk premium is the additional return an investor will receive from holding Dimensional 2050 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional 2050. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dimensional 2050's alpha and beta are two of the key measurements used to evaluate Dimensional 2050's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4795 | |||
| Semi Deviation | 0.5312 | |||
| Standard Deviation | 0.6199 | |||
| Variance | 0.3842 |
Dimensional 2050 Against Markets
Picking the right benchmark for Dimensional 2050 mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dimensional 2050 mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dimensional 2050 is critical whether you are bullish or bearish towards Dimensional 2050 Target at a given time. Please also check how Dimensional 2050's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dimensional 2050 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dimensional Mutual Fund?
Before investing in Dimensional 2050, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dimensional 2050. To buy Dimensional 2050 fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dimensional 2050. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dimensional 2050 fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dimensional 2050 Target fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dimensional 2050 Target fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dimensional 2050 Target, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dimensional 2050 Target?
The danger of trading Dimensional 2050 Target is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dimensional 2050 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dimensional 2050. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dimensional 2050 Target is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional 2050 Target. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.