Dimensional 2070 Target Date Retirement Income FundDFARX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.0M
Expense ratio
0.22%
1-year return
+31.0%
3 years, a year
—
5 years, a year
—
Holdings
8
What it aims to do.
The investment objective of the Dimensional 2070 Target Date Retirement Income Fund (the 2070 Target Date Portfolio or the Portfolio) is to provide total return consistent with the Portfolios current asset allocation. Total return is composed of income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DFA US Core Equity 1 Portfolio | 32.99% |
| DFA US Large Company Portfolio | 32.93% |
| DFA Large Cap International Portfolio | 11.99% |
| Emerging Markets Core Equity 2 Portfolio | 9.05% |
| International Core Equity 2 Portfolio | 6.17% |
| DFA Two-Year Global Fixed Income Portfolio | 2.85% |
| DFA Short-Term Extended Quality Portfolio | 2.14% |
| State Street Global Advisors | 0.29% |
More on DFARX.
- DFARX overview
- DFARX holdings
- DFARX risk
- DFARX costs
- DFARX money in and out
- DFARX share classes
- Compare DFARX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.