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.
Morningstar’s Fund Analysis TDIFX
Will TDIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TDIFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TDIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TDIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.