TDIFX Mutual Fund
TDIFX Mutual Fund
Dimensional Retirement Income Fund Institutional Class
TDIFX Mutual Fund Overview
TDIFX Mutual Fund (Dimensional Retirement Income Fund Institutional Class) is managed by Dimensional with $65.1M in net assets. TDIFX expense ratio is 0.19%, holding 8 positions across sectors including Unknown, Financials. Inception date: 2015-11-02.
TDIFX performance shows a YTD return of 3.29%. The 1-year return is 7.36% and the 5-year return is 3.77%. TDIFX dividend yield stands at 3.25%, paid quarterly.
TDIFX top holdings include Dfa Inflation Protected Securities Portfolio (48.1%), Dfa One-Year Fixed Income Portfolio (32.0%), Dfa U.s. Core Equity 1 (7.0%), Dfa Us Large Company Portfolio (7.0%), Dfa Large Cap International Portfolio Institutional Class (2.6%). View all TDIFX holdings, sector breakdown, or dividend history.
TDIFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TDIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.