Dimensional 2070 Target Date Retirement Income Fund Institutional Class
DFARX
NASDAQ
| Weiss Ratings | DFARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | DFARX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Ashish P. Bhagwanjee (0), Jed S. Fogdall (0), Joseph F. Kolerich (0), 3 others | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFARX-NASDAQ | Click to Compare |
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| Fund Name | Dimensional 2070 Target Date Retirement Income Fund Institutional Class | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jan 02, 2025 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFARX-NASDAQ | Click to Compare |
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| Dividend Yield | -- | |||
| Dividend | DFARX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.20% | |||
| Asset Allocation | DFARX-NASDAQ | Click to Compare |
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| Cash | 9.49% | |||
| Stock | 88.60% | |||
| U.S. Stock | 61.85% | |||
| Non-U.S. Stock | 26.75% | |||
| Bond | 1.91% | |||
| U.S. Bond | 0.86% | |||
| Non-U.S. Bond | 1.05% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.75% | |||
| 30-Day Total Return | 0.67% | |||
| 60-Day Total Return | 11.70% | |||
| 90-Day Total Return | 5.21% | |||
| Year to Date Total Return | 5.00% | |||
| 1-Year Total Return | -- | |||
| 2-Year Total Return | -- | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | DFARX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DFARX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $10.24 | |||
| 1-Month High NAV | $10.62 | |||
| 52-Week Low NAV | $8.81 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.62 | |||
| 52-Week High Price (Date) | Jun 12, 2025 | |||
| Beta / Standard Deviation | DFARX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | DFARX-NASDAQ | Click to Compare |
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| Total Assets | -- | |||
| Operating Ratios | DFARX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.24% | |||
| Turnover Ratio | -- | |||
| Performance | DFARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | -- | |||
| Last Bear Market Total Return | -- | |||