A capable team, but one with limited dedicated resources, employs a distinct systematic approach at Dimensional’s Target Date Retirement Income series, but it hasn’t translated into a consistent discernable positive advantage relative to a broad set of peers.
Dimensional 2010 Target Dt Rtr Inc Instl DRIBX
- NAV / 1-Day Return 11.13 / +0.09 %
- Total Assets 11.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.180%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 3.16%
- Turnover —
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0
Morningstar’s Analysis DRIBX
Will DRIBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DFA Inflation-Protected Securities I | 62.27 | 7.0 Mil | — |
DFA One-Year Fixed-Income I | 16.70 | 1.9 Mil | — |
DFA US Core Equity 1 I | 7.49 | 843,209 | — |
DFA US Large Company I | 7.49 | 842,222 | — |
DFA Large Cap International I | 2.89 | 325,661 | — |
DFA Emerging Markets Core Equity I | 1.76 | 198,378 | — |
DFA International Core Equity I | 1.44 | 162,267 | — |
Usd | −0.04 | −4,594 | Cash and Equivalents |