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Morningstar

Dimensional 2015 Target Dt Rtr Inc Instl DRIQX

Morningstar Analyst Rating
Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 10.74  /  0.37 %
  • Total Assets 34.7 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 High / Extensive
  • Status Open
  • TTM Yield 6.41%
  • Turnover —

USD | NAV as of Mar 28, 2023 | 1-Day Return as of Mar 28, 2023, 10:30 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DRIQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DRIQX 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 DRIQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This iconoclastic target-date series is different to its core.

Senior Analyst

Summary

| by Todd Trubey

The Dimensional Target Date Retirement Income series diverges sharply from peers in design. Its approach requires complete commitment, especially when its distinctions are most evident. Its solution to the problem of retirees needing decades of income is rational, but its demands on shareowners are high, driving a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DRIQX

More DRIQX Holdings
  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Inflation-Protected Securities I

69.33
24,725,088
—

DFA US Core Equity 1 I

8.53
3,042,716
—

DFA US Large Company I

8.52
3,038,630
—

DFA LTIP Institutional

5.43
1,936,764
—

DFA Large Cap International I

3.88
1,382,311
—

DFA Emerging Markets Core Equity I

2.37
846,885
—

DFA International Core Equity I

1.94
692,135
—

Usd

−0.01
−3,897
Cash and Equivalents