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Dimensional 2030 Target Dt Rtr Inc Instl DRIWX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 11.70  /  0.34 %
  • Total Assets 188.3 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 3.01%
  • Turnover

Morningstar’s Analysis DRIWX

Will DRIWX 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 DRIWX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA LTIP Institutional

29.17
51,743,159

DFA Inflation-Protected Securities I

22.98
40,754,656

DFA US Core Equity 1 I

14.44
25,611,941

DFA US Large Company I

14.43
25,591,631

DFA Large Cap International I

5.84
10,351,514

DFA Emerging Markets Core Equity I

3.65
6,471,291

DFA Short-Term Extended Quality I

3.26
5,774,592

DFA Two-Year Global Fixed-Income I

3.26
5,774,142

DFA International Core Equity I

2.93
5,191,111

Ssc Government Mm Gvmxx

0.05
97,451
Cash and Equivalents