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 2030 Target Dt Rtr Inc Instl DRIWX
- NAV / 1-Day Return 11.79 / +0.68 %
- Total Assets 186.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.180%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 3.34%
- Turnover —
USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:15 PM GMT+0
Morningstar’s Analysis DRIWX
Will DRIWX 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 LTIP Institutional | 29.45 | 57.1 Mil | — |
DFA Inflation-Protected Securities I | 23.62 | 45.8 Mil | — |
DFA US Core Equity 1 I | 14.45 | 28.0 Mil | — |
DFA US Large Company I | 14.40 | 27.9 Mil | — |
DFA Large Cap International I | 5.61 | 10.9 Mil | — |
DFA Emerging Markets Core Equity I | 3.45 | 6.7 Mil | — |
DFA Short-Term Extended Quality I | 3.09 | 6.0 Mil | — |
DFA Two-Year Global Fixed-Income I | 3.09 | 6.0 Mil | — |
DFA International Core Equity I | 2.83 | 5.5 Mil | — |
Ssc Government Mm Gvmxx | 0.01 | 12,342 | Cash and Equivalents |