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Dimensional 2060 Target Dt Rtr Inc Instl DRILX

Analyst rating as of
NAV / 1-Day Return
15.31  /  0.66 %
Total Assets
43.1 Mil
Adj. Expense Ratio
0.060%
Expense Ratio
0.230%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Target-Date 2060
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.91%
Turnover

Morningstar’s Analysis DRILX

Will DRILX 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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