The Dimensional Target Date Retirement Income series diverges sharply from peers in design. Its approach requires complete commitment, especially when its distinctions are most evident. Its solution to the problem of retirees needing decades of income is rational, but its demands on shareowners are high, driving a Morningstar Analyst Rating of Neutral.
Morningstar’s Analysis DRIIX
Will DRIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.