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Dimensional 2020 Target Dt Rtr Inc Instl DRIRX

Analyst rating as of
NAV / 1-Day Return
11.30  /  1.62 %
Total Assets
112.4 Mil
Adj. Expense Ratio
0.190%
Expense Ratio
0.190%
Fee Level
Low
Longest Manager Tenure
6.67 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Extensive
Status
Open
TTM Yield
5.93%
Turnover

Morningstar’s Analysis

Will DRIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This target-date series is different down to its foundation.

Senior Analyst

Summary

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The iconoclastic Dimensional Target Date Retirement Income series diverges sharply from its peers in philosophy and design. Its academically driven approach demands complete commitment, especially when its distinctions are most evident. We admire the independent thinking and rational solution set, yet the approach is unproven, especially regarding typical shareowners’ ability to handle its unusual path, driving a Morningstar Analyst Rating of Neutral.

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