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Dimensional Retirement Income Instl TDIFX Fund Analysis

| Analyst rating as of

Morningstar’s Fund Analysis TDIFX

Will TDIFX 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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