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DRTHX

$--
--%
1d
1w
1m

Analysis and statistics

  • Open
    20.5172$
  • Previous Close
    20.5172$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

DRTHX.US represents the Dimensional Retirement Target 2030 Fund, a collective investment trust (CIT) designed for retirement savings. It is offered as an investment option within employer-sponsored retirement plans, like 401(k)s. The fund follows a target-date strategy, meaning its asset allocation shifts over time to become more conservative as the target retirement year (2030) approaches. DRTHX primarily invests in a diversified portfolio of other Dimensional Fund Advisors (DFA) funds, encompassing various asset classes such as stocks and bonds, both domestically and internationally. The goal is to provide investors with a professionally managed, age-appropriate investment mix tailored to individuals planning to retire around the year 2030.
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Factors

Fund Performance: Higher returns attract investors, increasing demand and price.

Interest Rate Changes: Rising rates may decrease bond values, negatively impacting DRTHX.

Credit Risk Perceptions: Concerns about issuers defaulting can lower the fund's value.

Inflation Expectations: Higher inflation erodes bond returns, potentially decreasing price.

Market Sentiment: General investor attitudes toward fixed income investments influence demand.

Fund Expenses: Management fees and operating costs reduce returns and potentially the price.

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