This is an interesting contrast to Vanguard.
5 years from retirement, DFA target date funds are:
38% Global Equities
5% Global Bonds
56% inflation-Protected Bonds
Retirement Year to 10 Year Post Retirement:
25% Global Equities
0% Global Bonds
75% Inflation Protected Bonds
>10 Years
20% Global Equities
0% Global Bonds
80% Inflation Protected Bonds
https://www.dimensional.com/us-en/retirement-calculator
For comparison, their 2030 target date fund:
https://www.dimensional.com/us-en/funds ... ncome-fund
2025:
https://www.dimensional.com/us-en/funds ... ncome-fund
5 years from retirement, DFA target date funds are:
38% Global Equities
5% Global Bonds
56% inflation-Protected Bonds
Retirement Year to 10 Year Post Retirement:
25% Global Equities
0% Global Bonds
75% Inflation Protected Bonds
>10 Years
20% Global Equities
0% Global Bonds
80% Inflation Protected Bonds
https://www.dimensional.com/us-en/retirement-calculator
For comparison, their 2030 target date fund:
https://www.dimensional.com/us-en/funds ... ncome-fund
2025:
https://www.dimensional.com/us-en/funds ... ncome-fund
Statistics: Posted by watchnerd — Thu Oct 24, 2024 11:19 pm — Replies 1 — Views 155