Dimensional Retirement Income Fund Quote
| TDIFX Fund | USD 11.11 0.02 0.18% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Dimensional Retirement is trading at 11.11 as of the 19th of April 2024; that is -0.18 percent decrease since the beginning of the trading day. The fund's open price was 11.13. Dimensional Retirement has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dimensional Retirement Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2022 and ending today, the 19th of April 2024. Click here to learn more.
To achieve its investment objective, the Portfolios 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. More on Dimensional Retirement Income
Moving together with Dimensional Mutual Fund
| 0.87 | DIHRX | Intal High Relative | PairCorr |
| 0.8 | DILRX | Dfa International | PairCorr |
| 0.89 | DISVX | Dfa International Small | PairCorr |
| 0.92 | DISMX | Dfa International | PairCorr |
| 0.7 | DMREX | Dfa Municipal Real | PairCorr |
Dimensional Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dimensional Retirement's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dimensional Retirement or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Update Date | 31st of March 2024 |
Dimensional Retirement Income [TDIFX] is traded in USA and was established 19th of April 2024. Dimensional Retirement is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 15.72 M in assets with no minimum investment requirementsDimensional Retirement is currently producing year-to-date (YTD) return of 0.0% with the current yeild of 0.03%, while the total return for the last 3 years was 0.04%.
Check Dimensional Retirement Probability Of Bankruptcy
Instrument Allocation
Top Dimensional Retirement Income Mutual Fund Constituents
| DFALX | Large Cap International | Mutual Fund | Foreign Large Blend |
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts |
| DFEOX | Us E Equity | Mutual Fund | Large Blend |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend |
| DFIHX | Dfa One Year Fixed | Mutual Fund | Ultrashort Bond |
| DFUSX | Us Large Pany | Mutual Fund | Large Blend |
| DIPSX | Dfa Inflation Protected | Mutual Fund | Inflation-Protected Bond |
Dimensional Retirement Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dimensional Retirement jumping above the current price in 90 days from now is about 75.04%. The Dimensional Retirement Income probability density function shows the probability of Dimensional Retirement mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dimensional Retirement has a beta of 0.2608. This usually implies as returns on the market go up, Dimensional Retirement average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dimensional Retirement Income will be expected to be much smaller as well. Additionally, dimensional Retirement Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Dimensional Retirement to move above the current price in 90 days from now is about 75.04 (This Dimensional Retirement Income probability density function shows the probability of Dimensional Mutual Fund to fall within a particular range of prices over 90 days) .
Dimensional Retirement Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dimensional Retirement market risk premium is the additional return an investor will receive from holding Dimensional Retirement long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dimensional Retirement. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dimensional Retirement's alpha and beta are two of the key measurements used to evaluate Dimensional Retirement's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1669 | |||
| Semi Deviation | 0.2084 | |||
| Standard Deviation | 0.2233 | |||
| Variance | 0.0499 |
Dimensional Retirement Against Markets
Picking the right benchmark for Dimensional Retirement mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dimensional Retirement mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dimensional Retirement is critical whether you are bullish or bearish towards Dimensional Retirement Income at a given time. Please also check how Dimensional Retirement's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dimensional Retirement without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dimensional Mutual Fund?
Before investing in Dimensional Retirement, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dimensional Retirement. To buy Dimensional Retirement fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dimensional Retirement. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dimensional Retirement fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dimensional Retirement Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dimensional Retirement Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dimensional Retirement Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dimensional Retirement Income?
The danger of trading Dimensional Retirement Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dimensional Retirement is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dimensional Retirement. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dimensional Retirement is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Dimensional Retirement Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Dimensional Retirement information on this page should be used as a complementary analysis to other Dimensional Retirement's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.