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 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.

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
DFA Diversified Fixed Income InstlDFXIXIntermediate Core Bond4.14%750.150%LowInstitutional$0
DFA Emerging Markets Small Cap IDEMSXDiversified Emerging Mkts12.12%680.590%LowInstitutional$0
DFA Global Allocation 25/75 IDGTSXConservative Allocation7.18%410.240%LowInstitutional$0
DFA Short-Duration Real Return InstlDFAIXShort-Term Bond4.97%470.220%LowInstitutional$0
DFA US Large Company IDFUSXLarge Blend20.67%260.080%LowInstitutional$0
Dimensional 2045 Target Dt Rtr Inc InstlDRIIXTarget-Date 204514.89%450.220%LowInstitutional$0
Dimensional 2050 Target Dt Rtr Inc InstlDRIJXTarget-Date 205016.63%100.220%LowInstitutional$0
Dimensional 2055 Target Dt Rtr Inc InstlDRIKXTarget-Date 205516.80%110.220%LowInstitutional$0
Dimensional 2060 Target Dt Rtr Inc InstlDRILXTarget-Date 206016.70%120.220%LowInstitutional$0
Dimensional 2065 Target Dt Rtr Inc InstlDTDRXTarget-Date 2065+16.71%130.220%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

  • 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.

  • Category

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

  • 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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