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Dimensional 2015 Target Dt Rtr Inc Instl DRIQX

Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 10.72  /  0.56 %
  • Total Assets 35.6 Mil
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 6.27%
  • Turnover

Morningstar’s Analysis DRIQX

Will DRIQX 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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