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Dimensional 2065 Target Date Ret Inc Ins DTDRX

Analyst rating as of
NAV / 1-Day Return
9.94  /  0.40 %
Total Assets
1.0 Mil
Adj. Expense Ratio
0.260%
Expense Ratio
0.260%
Fee Level
Below Average
Longest Manager Tenure
0.81 years
Category
US Fund Target-Date 2060+
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
Turnover
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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

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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.

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