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.
Will TDIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TDIFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TDIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TDIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.