Dimensional Retirement Financials
| TDIFX Fund | USD 11.61 0.05 0.43% |
Dimensional |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dimensional Retirement Fund Summary
Dimensional Retirement competes with Intal High, Dfa -, Dfa Inflation, Dfa International, and Dfa International. To achieve its investment objective, the Portfolios allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors who have retired and are planning to withdraw the value of the investment in the Portfolio over many years. The asset allocation strategy for the Portfolio reflects the need for reduced equity risk and lower volatility of the inflation-adjusted income the Portfolio may be able to support during an investors retirement.Specialization | Target-Date Retirement, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Target-Date Retirement |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Dimensional Retirement Key Financial Ratios
Dimensional Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dimensional Retirement's current stock value. Our valuation model uses many indicators to compare Dimensional Retirement value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dimensional Retirement competition to find correlations between indicators driving Dimensional Retirement's intrinsic value. More Info.Dimensional Retirement Income is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dimensional Retirement's earnings, one of the primary drivers of an investment's value.Dimensional Retirement Systematic Risk
Dimensional Retirement's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dimensional Retirement volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Dimensional Retirement correlated with the market. If Beta is less than 0 Dimensional Retirement generally moves in the opposite direction as compared to the market. If Dimensional Retirement Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dimensional Retirement is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dimensional Retirement is generally in the same direction as the market. If Beta > 1 Dimensional Retirement moves generally in the same direction as, but more than the movement of the benchmark.
Dimensional Retirement Thematic Clasifications
Dimensional Retirement Income is part of Moderate Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time
This theme covers Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Get More Thematic Ideas
Dimensional Retirement Income is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date Retirement category is currently estimated at about 22.67 Billion. Dimensional Retirement adds roughly 15.72 Million in net asset claiming only tiny portion of funds listed under Target-Date Retirement category.| Moderate Funds | View |
Dimensional Retirement November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dimensional Retirement help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dimensional Retirement Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dimensional Retirement Income based on widely used predictive technical indicators. In general, we focus on analyzing Dimensional Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dimensional Retirement's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.232 | |||
| Information Ratio | (0.58) | |||
| Maximum Drawdown | 0.9542 | |||
| Value At Risk | (0.26) | |||
| Potential Upside | 0.3469 |
Other Information on Investing in Dimensional Mutual Fund
Dimensional Retirement financial ratios help investors to determine whether Dimensional Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dimensional with respect to the benefits of owning Dimensional Retirement security.
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