Skip to Content

Dimensional 2065 Target Date Ret Inc Ins DTDRX

Analyst rating as of
Premium

Morningstar’s Analysis

Will DTDRX outperform in future?

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

A differentiated approach to target-date retirement income.

Senior Analyst

Summary

| |

A novel application of liability-driven investing to a target-date series sets Dimensional Target Date Retirement Income apart from its peers, but the question of whether this structure serves as an advantage remains outstanding. That along with a lack of defined asset-allocation resources and a process that leans heavily into courting interest-rate risk keep our conviction muted. The series earns a Morningstar Analyst Rating of Neutral for its single share class.

Unlock our full analysis with Morningstar Premium