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 2035 Target Dt Rtr Inc Instl DRIGX
- NAV / 1-Day Return 13.30 / +0.68 %
- Total Assets 181.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 3.07%
- Turnover —
USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:14 PM GMT+0
Morningstar’s Analysis DRIGX
Will DRIGX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DFA LTIP Institutional | 28.23 | 52.3 Mil | — |
DFA US Core Equity 1 I | 19.30 | 35.7 Mil | — |
DFA US Large Company I | 19.21 | 35.6 Mil | — |
DFA Large Cap International I | 7.50 | 13.9 Mil | — |
DFA Inflation-Protected Securities I | 6.00 | 11.1 Mil | — |
DFA Short-Term Extended Quality I | 5.69 | 10.5 Mil | — |
DFA Two-Year Global Fixed-Income I | 5.68 | 10.5 Mil | — |
DFA Emerging Markets Core Equity I | 4.54 | 8.4 Mil | — |
DFA International Core Equity I | 3.78 | 7.0 Mil | — |
Ssc Government Mm Gvmxx | 0.07 | 130,134 | Cash and Equivalents |