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 2035 Target Dt Rtr Inc Instl DRIGX
- NAV / 1-Day Return 12.96 / −0.23 %
- Total Assets 177.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.200%
- 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 2.95%
- Turnover —
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0
Morningstar’s Analysis DRIGX
Will DRIGX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DFA LTIP Institutional | 27.82 | 50.5 Mil | — |
DFA US Large Company I | 19.30 | 35.0 Mil | — |
DFA US Core Equity 1 I | 19.30 | 35.0 Mil | — |
DFA Large Cap International I | 7.51 | 13.6 Mil | — |
DFA Inflation-Protected Securities I | 5.97 | 10.8 Mil | — |
DFA Two-Year Global Fixed-Income I | 5.79 | 10.5 Mil | — |
DFA Short-Term Extended Quality I | 5.79 | 10.5 Mil | — |
DFA Emerging Markets Core Equity I | 4.62 | 8.4 Mil | — |
DFA International Core Equity I | 3.78 | 6.9 Mil | — |
Ssc Government Mm Gvmxx | 0.12 | 216,499 | Cash and Equivalents |