TDIFX – Dimensional Retirement Income Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return consistent with the Portfolio's asset allocation. To achieve its investment objective, the Portfolio's allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors who have retired and are planning to withdraw the value of the investment in the Portfolio over many years. The asset allocation strategy for the Portfolio reflects the need for reduced equity risk and lower volatility of the inflation-adjusted income the Portfolio may be able to support during an investor's retirement.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TDIFX	Dimensional Retirement Income Fund Institutional Class	Institutional	Open			Nov 2, 2015	$47.66M	0.180%	Low	$0	−$18.76M

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