DRIJX

About DRIJX

Dimensional 2050 Target Date Retirement Income Fund Institutional Class is a target-date mutual fund designed to serve investors planning to retire around 2050. It pursues a total-return objective through a diversified mix of underlying Dimensional strategies, using a dynamic glide path that emphasizes growth in earlier years and gradually increases income protection as retirement approaches. The fund’s design focuses on managing key retirement risks—interest rate exposure, inflation, and market volatility—to help stabilize future income purchasing power. Its portfolio is implemented primarily via Dimensional equity and fixed income funds, with large allocations to broad U.S. and international equities alongside short-duration, high-quality bond sleeves that are adjusted over time. Holdings are disclosed monthly and reflect a globally diversified, multi-asset approach typical of target-date funds, including positions across developed and emerging markets and high-quality fixed income. By combining systematic equity exposure with liability-aware fixed income, the fund provides a professionally managed, low-cost solution intended to align asset allocation with the needs of investors approaching and entering retirement around 2050.