The Tri-City Retirement Program features the Target Date Retirement Income Funds (TDiF) managed by Dimensional Fund Advisors. The Dimensional Target Date Retirement Income Funds are a standalone, managed solution that requires little maintenance by the employee. These funds are designed for people who want professionally managed portfolios throughout their working career and transitioning into retirement.
More information is available in the Target Date Funds Participant Brochure, and in the videos below. Please contact your on-site Prudent advisor for details.
The Target Date Retirement Income Funds that are currently available are listed below. Click the stock ticker to download the fact sheet for a specific fund.
|
Current Age** |
Years to Retirement |
Fund Name |
Ticker |
Expense Ratio* |
|
78+ |
Retired |
DFA Retirement Income Fund |
0.23% |
|
|
73-77 |
Retired |
DFA 2005 Target Date Retirement Income Fund |
0.21% |
|
|
68-72 |
Retired |
DFA 2010 Target Date Retirement Income Fund |
0.21% |
|
|
63-67 |
About 0 |
DFA 2015 Target Date Retirement Income Fund |
0.21% |
|
|
58-62 |
About 5 |
DFA 2020 Target Date Retirement Income Fund |
0.23% |
|
|
53-57 |
About 10 |
DFA 2025 Target Date Retirement Income Fund |
0.25% |
|
|
48-52 |
About 15 |
DFA 2030 Target Date Retirement Income Fund |
0.27% |
|
|
43-47 |
About 20 |
DFA 2035 Target Date Retirement Income Fund |
0.28% |
|
|
38-42 |
About 25 |
DFA 2040 Target Date Retirement Income Fund |
0.29% |
|
|
33-37 |
About 30 |
DFA 2045 Target Date Retirement Income Fund |
0.29% |
|
|
28-32 |
About 35 |
DFA 2050 Target Date Retirement Income Fund |
0.29% |
|
|
23-27 |
About 40 |
DFA 2055 Target Date Retirement Income Fund |
0.29% |
|
|
18-22 |
About 45 |
DFA 2060 Target Date Retirement Income Fund |
0.29% |
|
|
** As of 2015 |
*As of 11/2015 |