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 2055 Target Dt Rtr Inc Instl DRIKX
- NAV / 1-Day Return 19.08 / +0.42 %
- Total Assets 100.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.220%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 1.77%
- Turnover —
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 PM GMT+0
Morningstar’s Analysis DRIKX
Will DRIKX 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 | 33.70 | 32.5 Mil | — |
DFA US Large Company I | 33.56 | 32.4 Mil | — |
DFA Large Cap International I | 13.03 | 12.6 Mil | — |
DFA Emerging Markets Core Equity I | 8.11 | 7.8 Mil | — |
DFA International Core Equity I | 6.52 | 6.3 Mil | — |
DFA Short-Term Extended Quality I | 2.50 | 2.4 Mil | — |
DFA Two-Year Global Fixed-Income I | 2.50 | 2.4 Mil | — |
Ssc Government Mm Gvmxx | 0.07 | 71,140 | Cash and Equivalents |