Dimensional 2035 Target Date Retirement Income Fund (DRIGX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DRIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRIGX
DRIGX charges 0.21% annually. There are 181 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | DRIGX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DRIGX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | DRIGX vs PPLIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | DRIGX vs JLKYX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | DRIGX vs JRLVX |
Best Risk-Adjusted Alternatives to DRIGX
DRIGX has a PortfoliosLab risk / return rank of 49. There are 618 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | DRIGX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | DRIGX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | DRIGX vs SSBRX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | DRIGX vs PDAHX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 83 | — | Jan 2020 | DRIGX vs DTDRX |
Top Performing DRIGX Alternatives (YTD)
DRIGX is at 6.44% YTD. There are 479 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.90% | — | Jun 2017 | DRIGX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | DRIGX vs FVTKX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.85% | — | Jun 2019 | DRIGX vs FDFPX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | DRIGX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | DRIGX vs FFSZX |
Lowest Volatility Alternatives to DRIGX
DRIGX has 7.93% 1-year volatility. There are 233 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | DRIGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | DRIGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | DRIGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | DRIGX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.16% | — | Aug 2007 | DRIGX vs FRIMX |
Lowest Drawdown Alternatives to DRIGX
DRIGX has a 1-year max drawdown of -6.59%. There are 261 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | DRIGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | DRIGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRIGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | DRIGX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | DRIGX vs FRQKX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.46% | — | Mar 1993 | DRIGX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 81 | 12.87% | — | Feb 1994 | DRIGX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.88% | — | Dec 2003 | DRIGX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 76 | 11.35% | — | Sep 1999 | DRIGX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 64 | 10.22% | — | Dec 1994 | DRIGX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 57 | 14.84% | — | Feb 2000 | DRIGX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.75% | — | Sep 2005 | DRIGX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.98% | — | Mar 1992 | DRIGX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.30% | — | Sep 2005 | DRIGX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.74% | — | Feb 1993 | DRIGX vs DFLVX |
Often Compared With DRIGX
Investors most often compare DRIGX with SPY, PDDDX, FRAMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DRIGX with Any Fund or Stock
Compare DRIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRIGX with funds that move differently
Dimensional 2035 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRIGX.
Explore DRIGX Diversifiers