TDIFX Mutual Fund

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 Financials. Inception date: 2015-11-02.

TDIFX performance shows a YTD return of 2.95%. The 1-year return is 6.56% and the 5-year return is 3.34%. TDIFX dividend yield stands at 3.26%, 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%). Go to all TDIFX holdings, TDIFX sectors, or TDIFX dividends.

TDIFX can be compared against other funds. Use TDIFX overlap to find shared positions, or TDIFX vs another fund for a side-by-side view. TDIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.