Summary
Dimensional 2060 Target Dt Rtr Inc Instl is a mutual fund run by Dimensional. It does not trade on an exchange: you buy it from the fund company at a price set once a day.
- Yearly costs
- 0.22%
- Fund size
- $143.5M
- Dividend yield
- 1.72%
- Running since
- 2015
What speaks for it
- Average yearly growth over the last ten years: 9.7%.
- It has been running since 2015.
What to watch
Nothing here calls for caution.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- -1.5%
- 3 months
- +1.2%
- This year
- +11%
- 1 year
- +12%
- 3 years
- +65%
- 5 years
- +45%
- 10 years
- +152%
What does it cost me?
Usual costs- Yearly costs
- 0.22%
- A year from $10,000
- $22.00
- Over 20 years
- $1,090
From every $10,000 invested the fund takes $22.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $1,090.
How has it done?
Growing over the long run- A year on average, 10 years
- +9.7%
- Deepest drop
- -25%
- Yearly volatility
- 12%
Average yearly growth over the last ten years: 9.7%. Deepest drop in these years: 25% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 1.72%
- Payments a year
- 4
- Last payment
- $0.09
Over the last 12 months it paid $0.44 per share, which is 1.72% of today's price. The last payment was $0.09 on Sep 29, 2026.