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Dimensional 2030 Target Dt Rtr Inc Instl DRIWX

Analyst rating as of
NAV / 1-Day Return
12.93  /  0.39 %
Total Assets
184.5 Mil
Adj. Expense Ratio
0.210%
Expense Ratio
0.210%
Fee Level
Low
Longest Manager Tenure
6.79 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Extensive
Status
Open
TTM Yield
4.12%
Turnover

Morningstar’s Fund Analysis DRIWX

Will DRIWX outperform in future?

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

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

Senior Analyst

Summary

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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.

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