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Morningstar

Dimensional 2025 Target Dt Rtr Inc Instl DRIUX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 10.69  /  −0.37 %
  • Total Assets 148.8 Mil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 3.45%
  • Turnover —

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 9:56 PM GMT+0

Morningstar’s Analysis DRIUX

Will DRIUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DRIUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DRIUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DRIUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A distinct target-date profile that comes with its own risks.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

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.

by Nour Al Twal
Rated on Published on

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Portfolio Holdings DRIUX

More DRIUX Holdings
  • 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 Inflation-Protected Securities I

50.70 78.5 Mil
—

DFA LTIP Institutional

21.00 32.5 Mil
—

DFA US Large Company I

9.66 15.0 Mil
—

DFA US Core Equity 1 I

9.66 15.0 Mil
—

DFA Large Cap International I

3.77 5.8 Mil
—

DFA Emerging Markets Core Equity I

2.30 3.6 Mil
—

DFA International Core Equity I

1.89 2.9 Mil
—

DFA Two-Year Global Fixed-Income I

0.46 704,253
—

DFA Short-Term Extended Quality I

0.45 703,490
—

Ssc Government Mm Gvmxx

0.11 169,915
Cash and Equivalents