Dimensional 2030 Target Date Retirement Income Fund Institutional Class
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Rating
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Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Company Information
Provider
Dimensional Fund Advisors
Manager/Tenure
(Years)
(Years)
Jed S. Fogdall (9), Joseph F. Kolerich (9), David A. Plecha (9), 3 others
Website
Address
Dimensional Fund Advisors
Santa Monica CA - 90401
Santa Monica CA - 90401
Country
United States
Phone Number
512-306-7400
Investment Strategy
The investment seeks to provide total return consistent with the Portfolio's current asset allocation. To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2030 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolio's allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the "landing point".