About DFARX
Dimensional 2070 Target Date Retirement Income Fund Institutional Class is a mutual fund specifically designed for investors who anticipate retiring around the year 2070. Its central purpose is to provide a diversified, professionally managed investment solution that adjusts its asset allocation over time according to a preset glide path. Early on, the fund generally allocates a higher proportion to growth-oriented assets, such as equities, to pursue capital appreciation. As the target retirement year approaches, it gradually shifts toward more income-focused and lower-risk assets, like bonds, to prioritize capital preservation and generate retirement income.
Notable features include its dynamic asset allocation, which is regularly adjusted to account for changes in market conditions and investor needs at different life stages. The fund is managed with attention to risks such as interest rate changes, inflation, and market volatility, aiming to help reduce income uncertainty for future retirees. Dimensional Fund Advisors’ lineup of target date funds provides an accessible, low-cost, and transparent solution for long-term retirement planning, serving a vital role for individuals and institutions seeking to simplify investment decisions ahead of and during retirement.
Fund Family Dimensional Fund Advisors
Category Target-Date 2065+
Stock Exchange Nasdaq
Ticker Symbol DFARX
Share Class Institutional Class
DFARX had a total return of 17.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 24.46%.
