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 2020 Target Dt Rtr Inc Instl DRIRX
- NAV / 1-Day Return 10.64 / −0.19 %
- Total Assets 77.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.190%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 3.29%
- Turnover —
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0
Morningstar’s Analysis DRIRX
Will DRIRX 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 Inflation-Protected Securities I | 63.06 | 54.5 Mil | — |
DFA LTIP Institutional | 11.72 | 10.1 Mil | — |
DFA US Core Equity 1 I | 8.94 | 7.7 Mil | — |
DFA US Large Company I | 8.94 | 7.7 Mil | — |
DFA Large Cap International I | 3.44 | 3.0 Mil | — |
DFA Emerging Markets Core Equity I | 2.10 | 1.8 Mil | — |
DFA International Core Equity I | 1.72 | 1.5 Mil | — |
Ssc Government Mm Gvmxx | 0.08 | 66,490 | Cash and Equivalents |