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Dimensional 2015 Target Dt Rtr Inc Instl DRIQX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 10.97  /  +0.48 %
  • Total Assets 28.7 Mil
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.25%
  • Turnover

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis DRIQX

Will DRIQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A distinct target-date profile that comes with its own risks.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

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.

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Portfolio Holdings DRIQX

  • 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 Inflation-Protected Securities I

72.09 21.4 Mil

DFA US Large Company I

8.70 2.6 Mil

DFA US Core Equity 1 I

8.69 2.6 Mil

DFA Large Cap International I

3.45 1.0 Mil

DFA LTIP Institutional

3.27 974,081

DFA Emerging Markets Core Equity I

2.07 614,939

DFA International Core Equity I

1.73 513,407

Usd

0.00 32
Cash and Equivalents