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Dimensional Retirement Income Instl TDIFX

Analyst rating as of
NAV / 1-Day Return
11.41  /  0.00
Total Assets
96.7 Mil
Adj. Expense Ratio
0.190%
Expense Ratio
0.190%
Fee Level
Low
Longest Manager Tenure
6.79 years
Category
Target-Date Retirement
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Limited
Status
Open
TTM Yield
3.60%
Turnover

Morningstar’s Fund Analysis TDIFX

Will TDIFX 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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