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 2040 Target Dt Rtr Inc Instl DRIHX
- NAV / 1-Day Return 15.39 / +0.77 %
- Total Assets 180.0 Mil
-
Adj. Expense Ratio
- 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 —
- Status Open
- TTM Yield 2.47%
- Turnover —
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:20 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DFA US Large Company I | 23.85 | 40.6 Mil | — |
DFA US Core Equity 1 I | 23.82 | 40.6 Mil | — |
DFA LTIP Institutional | 15.74 | 26.8 Mil | — |
DFA Large Cap International I | 9.49 | 16.2 Mil | — |
DFA Short-Term Extended Quality I | 8.35 | 14.2 Mil | — |
DFA Two-Year Global Fixed-Income I | 8.34 | 14.2 Mil | — |
DFA Emerging Markets Core Equity I | 5.71 | 9.7 Mil | — |
DFA International Core Equity I | 4.75 | 8.1 Mil | — |
Usd | −0.06 | −99,037 | Cash and Equivalents |