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 2055 Target Dt Rtr Inc Instl DRIKX
- NAV / 1-Day Return 17.64 / −0.11 %
- Total Assets 89.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.220%
- 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 1.80%
- Turnover —
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 9:56 PM GMT+0
Morningstar’s Analysis DRIKX
Will DRIKX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DFA US Core Equity 1 I | 33.71 | 28.9 Mil | — |
DFA US Large Company I | 33.67 | 28.9 Mil | — |
DFA Large Cap International I | 13.02 | 11.2 Mil | — |
DFA Emerging Markets Core Equity I | 7.98 | 6.8 Mil | — |
DFA International Core Equity I | 6.51 | 5.6 Mil | — |
DFA Short-Term Extended Quality I | 2.49 | 2.1 Mil | — |
DFA Two-Year Global Fixed-Income I | 2.49 | 2.1 Mil | — |
Ssc Government Mm Gvmxx | 0.13 | 113,602 | Cash and Equivalents |