Dimensional Retirement Income Fund Quote
| TDIFX Fund | USD 11.64 0.01 0.09% |
PerformanceOK
| Odds Of DistressLow
|
Dimensional Retirement is trading at 11.64 as of the 25th of March 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 11.63. Dimensional Retirement has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. 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
| Update Date | 31st of March 2025 |
Dimensional Retirement Income [TDIFX] is traded in USA and was established 25th of March 2025. 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. 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 | |
| DIPSX | Dfa Inflation Protected | Mutual Fund | Inflation-Protected Bond |
Dimensional Retirement Risk Profiles
| Mean Deviation | 0.16 | |||
| Semi Deviation | 0.1728 | |||
| Standard Deviation | 0.2286 | |||
| Variance | 0.0523 |
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.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |