Dimensional Retirement Income Fund Quote
| TDIFX Fund | USD 11.55 0.01 0.09% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Dimensional Retirement is trading at 11.55 as of the 22nd of November 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 11.54. Dimensional Retirement has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dimensional Retirement Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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. More on Dimensional Retirement Income
Moving together with Dimensional Mutual Fund
Dimensional Mutual Fund Highlights
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Target-Date Retirement Funds, Moderate Funds, Target-Date Retirement, Dimensional Fund Advisors, Large Blend, Target-Date Retirement (View all Sectors) |
Dimensional Retirement Income [TDIFX] is traded in USA and was established 22nd of November 2024. Dimensional Retirement is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 15.72 M in assets with no minimum investment requirementsDimensional Retirement is currently producing year-to-date (YTD) return of 0.0% with the current yeild of 0.03%, while the total return for the last 3 years was 0.04%.
Check Dimensional Retirement Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional Retirement Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dimensional Retirement Income Mutual Fund Constituents
| DFALX | Large Cap International | Mutual Fund | Foreign Large Blend | |
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts | |
| DFEOX | Us E Equity | Mutual Fund | Large Blend | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend | |
| DFIHX | Dfa One Year Fixed | Mutual Fund | Ultrashort Bond | |
| DFUSX | Us Large Pany | Mutual Fund | Large Blend |
Dimensional Retirement Risk Profiles
| Mean Deviation | 0.1662 | |||
| Semi Deviation | 0.162 | |||
| Standard Deviation | 0.2101 | |||
| Variance | 0.0442 |
Dimensional Retirement Against Markets
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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