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Morningstar

Dimensional 2030 Target Dt Rtr Inc Instl DRIWX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 11.07  /  0.36 %
  • Total Assets 185.3 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • 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 3.13%
  • Turnover —

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 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.

Process Pillar

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

People Pillar

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

More DRIWX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA LTIP Institutional

29.62
60,455,301
—

DFA Inflation-Protected Securities I

20.95
42,758,855
—

DFA US Core Equity 1 I

14.79
30,176,564
—

DFA US Large Company I

14.76
30,119,341
—

DFA Large Cap International I

6.13
12,509,351
—

DFA Emerging Markets Core Equity I

3.88
7,912,979
—

DFA Short-Term Extended Quality I

3.39
6,920,685
—

DFA Two-Year Global Fixed-Income I

3.39
6,914,593
—

DFA International Core Equity I

3.09
6,310,235
—

Usd

< 0.01
39
Cash and Equivalents