We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. In February 2024, Savina Rizova became the co-chief investment officer alongside Gerard O’Reilly. Rizova will maintain her responsibilities as the investment research committee chair and global head of research. This development does not affect the strategy’s Average People rating as the contributing teams remain appropriate for the mandate. These portfolios' characteristic differences compared with their average respective peers remain consistent: For example, the middle-dated portfolios still have a significantly longer duration profile, which has continued to be a headwind in the year ended June 2024. The following text is from July 26, 2023.
Dimensional 2050 Target Dt Rtr Inc Instl DRIJX Fund Analysis
Morningstar’s Analysis DRIJX
Will DRIJX outperform in future?
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