Morningstar

Dimensional Mutual Funds

View all of Dimensional’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Dimensional Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 8 of 8 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Dimensional 2065 Target Date Retirement Income Fund Institutional ClassDTDRXTarget-Date 2065
13.31%240.220%LowInstitutional$0
Dimensional 2055 Target Date Retirement Income Fund Institutional ClassDRIKXTarget-Date 2055
13.28%210.210%LowInstitutional$0
DFA Global Allocation 25/75 Portfolio Institutional ClassDGTSXGlobal Conservative Allocation
4.01%150.240%LowInstitutional$0
DFA Global Core Plus Real Return Portfolio Institutional ClassDFAAXInflation-Protected Bond
−0.56%90.290%Below AverageInstitutional$0
DFA Short-Duration Real Return Portfolio Institutional ClassDFAIXShort-Term Inflation-Protected Bond
1.81%100.220%Below AverageInstitutional$0
Dimensional 2050 Target Date Retirement Income Fund Institutional ClassDRIJXTarget-Date 2050
12.52%290.180%LowInstitutional$0
Dimensional 2060 Target Date Retirement Income Fund Institutional ClassDRILXTarget-Date 2060
13.32%240.220%Below AverageInstitutional$0
DFA Selectively Hedged Global Fixed Income Portfolio Institutional ClassDFSHXGlobal Bond
1.08%70.170%LowInstitutional$0

Dimensional Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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