Dimensional Target Date Retirement Income series’ systematic approach lacks dedicated efforts and a clear edge in a competitive target-date investment landscape.
Dimensional 2060 Target Date Retirement Income Fund Institutional Class DRILX
- NAV / 1-Day Return 25.49 / −0.97 %
- Total Assets 135.9M
-
Adj. Expense Ratio
0.220%
- Expense Ratio 0.220%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 1.51%
- Turnover 12%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DRILX
Will DRILX 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 DRILX 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 DRILX’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 Large Company I | 33.53 | 44M | — |
DFA US Core Equity 1 I | 33.45 | 43M | — |
DFA Large Cap International I | 12.42 | 16M | — |
DFA Emerging Markets Core Equity 2 I | 9.37 | 12M | — |
DFA International Core Equity 2 I | 6.21 | 8M | — |
DFA Two-Year Global Fixed-Income I | 2.47 | 3M | — |
DFA Short-Term Extended Quality I | 2.47 | 3M | — |
Ssc Government Mm Gvmxx | 0.09 | 113,210 | Cash and Equivalents |
United States