Morningstar

Dimensional 2035 Target Date Retirement Income Fund Institutional Class DRIGX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 14.59  /  −0.27 %
  • Total Assets 189.1M
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 3.64%
  • Turnover 12%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DRIGX

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

  • People Pillar

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

More DRIGX 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 LTIP Institutional

32.91 64M
—

DFA US Core Equity 1 I

17.09 33M
—

DFA US Large Company I

17.08 33M
—

DFA Inflation-Protected Securities I

10.10 20M
—

DFA Large Cap International I

6.05 12M
—

DFA Emerging Markets Core Equity 2 I

4.78 9M
—

DFA Two-Year Global Fixed-Income I

4.46 9M
—

DFA Short-Term Extended Quality I

4.45 9M
—

DFA International Core Equity 2 I

3.02 6M
—

Ssc Government Mm Gvmxx

0.07 128,714
Cash and Equivalents

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