Morningstar

Dimensional 2055 Target Date Retirement Income Fund Institutional Class DRIKX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 25.73  /  +0.78 %
  • Total Assets 164.3M
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 1.55%
  • Turnover 11%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DRIKX

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

  • People Pillar

    The People Pillar is our evaluation of the DRIKX 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 DRIKX’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

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Portfolio Holdings DRIKX

More DRIKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Large Company I

34.10 56M
—

DFA US Core Equity 1 I

33.93 56M
—

DFA Large Cap International I

12.00 20M
—

DFA Emerging Markets Core Equity 2 I

8.94 15M
—

DFA International Core Equity 2 I

6.01 10M
—

DFA Two-Year Global Fixed-Income I

2.50 4M
—

DFA Short-Term Extended Quality I

2.50 4M
—

Ssc Government Mm Gvmxx

0.02 35,863
Cash and Equivalents

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