Dimensional Target Date Retirement Income series’ systematic approach lacks dedicated efforts and a clear edge in a competitive target-date investment landscape.
Dimensional 2050 Target Date Retirement Income Fund Institutional Class DRIJX
- NAV / 1-Day Return 24.38 / +0.54 %
- Total Assets 219.2M
-
Adj. Expense Ratio
0.180%
- Expense Ratio 0.180%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 1.63%
- Turnover 11%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DRIJX
Will DRIJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 US Core Equity 1 I | 31.31 | 65M | — |
DFA US Large Company I | 31.31 | 65M | — |
DFA Large Cap International I | 11.61 | 24M | — |
DFA Emerging Markets Core Equity 2 I | 8.75 | 18M | — |
DFA International Core Equity 2 I | 5.80 | 12M | — |
DFA Short-Term Extended Quality I | 5.58 | 12M | — |
DFA Two-Year Global Fixed-Income I | 5.58 | 12M | — |
Ssc Government Mm Gvmxx | 0.07 | 143,140 | Cash and Equivalents |
United States