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Morningstar

Dimensional 2040 Target Dt Rtr Inc Instl DRIHX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 14.94  /  +0.74 %
  • Total Assets 175.3 Mil
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 2.40%
  • Turnover —

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis DRIHX

Will DRIHX 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 DRIHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DRIHX 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 DRIHX’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 DRIHX

More DRIHX 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 US Core Equity 1 I

24.04 42.1 Mil
—

DFA US Large Company I

24.03 42.1 Mil
—

DFA LTIP Institutional

15.75 27.6 Mil
—

DFA Large Cap International I

9.33 16.4 Mil
—

DFA Two-Year Global Fixed-Income I

8.20 14.4 Mil
—

DFA Short-Term Extended Quality I

8.19 14.4 Mil
—

DFA Emerging Markets Core Equity I

5.70 10.0 Mil
—

DFA International Core Equity I

4.69 8.2 Mil
—

Ssc Government Mm Gvmxx

0.07 114,234
Cash and Equivalents