Morningstar

Dimensional 2055 Target Date Retirement Income Fund Institutional Class DRIKX

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  • NAV / 1-Day Return$25.34  /  −0.24%
  • Fund Size$160.3M
  • Adjusted Expense Ratio0.210%
  • Net Expense Ratio0.210%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date 2055
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield1.56%
  • Turnover Ratio11%
NAV and 1-Day Return as of

Morningstar’s Analysis DRIKX

Will DRIKX outperform in the 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 DRIKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DRIKX 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 DRIKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A unique risk profile.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Dimensional Target Date Retirement Income series’ systematic approach lacks a clear competitive advantage across the strategy in a crowded target-date investment landscape.

by Elizabeth Foos
Rated on Published on

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Portfolio Holdings DRIKX

More DRIKX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Large Company I

34.2656M
—

DFA US Core Equity 1 I

34.0855M
—

DFA Large Cap International I

11.6719M
—

DFA Emerging Markets Core Equity 2 I

9.0115M
—

DFA International Core Equity 2 I

5.8410M
—

DFA Two-Year Global Fixed-Income I

2.524M
—

DFA Short-Term Extended Quality I

2.524M
—

Usd

0.08123,388
Cash and Equivalents

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