A capable team, but one with limited dedicated resources, employs a distinct systematic approach at Dimensional’s Target Date Retirement Income series, but it hasn’t translated into a consistent discernable positive advantage relative to a broad set of peers.
Dimensional 2050 Target Dt Rtr Inc Instl DRIJX
- NAV / 1-Day Return 18.66 / +0.43 %
- Total Assets 153.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.220%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 1.78%
- Turnover 2%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 PM GMT+0
Morningstar’s Analysis DRIJX
Will DRIJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DFA US Core Equity 1 I | 33.24 | 48.5 Mil | — |
DFA US Large Company I | 33.22 | 48.5 Mil | — |
DFA Large Cap International I | 12.87 | 18.8 Mil | — |
DFA Emerging Markets Core Equity I | 8.02 | 11.7 Mil | — |
DFA International Core Equity I | 6.45 | 9.4 Mil | — |
DFA Short-Term Extended Quality I | 3.03 | 4.4 Mil | — |
DFA Two-Year Global Fixed-Income I | 3.02 | 4.4 Mil | — |
Ssc Government Mm Gvmxx | 0.15 | 212,920 | Cash and Equivalents |