DRILX

About DRILX

Dimensional 2060 Target Date Retirement Income Fund – Institutional Class is a target-date mutual fund designed for investors planning to retire around 2060. The fund employs Dimensional’s systematic, asset-liability–aware approach, aiming to align portfolio risk with the long horizon to retirement and gradually evolve toward retirement income needs over time. It invests primarily through underlying Dimensional strategies spanning U.S. equities, international developed and emerging markets stocks, and short-duration global fixed income, creating broad diversification with an emphasis on large-cap and core equity exposures. The portfolio’s top holdings typically include core U.S. equity and international equity funds alongside short-term, high-quality bond sleeves that help manage interest rate and credit sensitivity. As part of a defined glide path, the fund seeks total return consistent with its asset allocation objective, integrating market capitalization–weighted building blocks and systematic tilts while maintaining low distribution fees and an institutional share class structure. This fund serves as a comprehensive, single-fund solution within retirement plans, consolidating global equity growth potential with risk-managed fixed income support as the target date approaches.