Morningstar

Dimensional 2050 Target Date Retirement Income Fund Institutional Class DRIJX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return$24.38  /  +2.14%
  • Fund Size$212.5M
  • Adjusted Expense Ratio0.180%
  • Net Expense Ratio0.180%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date 2050
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield1.70%
  • Turnover Ratio11%
NAV and 1-Day Return as of

Morningstar’s Analysis DRIJX

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

  • People Pillar

    The People Pillar is our evaluation of the DRIJX 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 DRIJX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DRIJX

More DRIJX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Large Company I

31.5870M
—

DFA US Core Equity 1 I

31.4870M
—

DFA Large Cap International I

10.7824M
—

DFA Emerging Markets Core Equity 2 I

8.2718M
—

DFA Two-Year Global Fixed-Income I

6.2214M
—

DFA Short-Term Extended Quality I

6.2214M
—

DFA International Core Equity 2 I

5.3912M
—

Usd

0.06139,290
Cash and Equivalents

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.