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 2045 Fund | 0.01% | — | Feb 2008 | DRIGX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | DRIGX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | DRIGX vs PLTZX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | DRIGX vs PMTIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DRIGX vs JIEHX |
Best Risk-Adjusted Alternatives to DRIGX
DRIGX has a PortfoliosLab risk / return rank of 37. There are 632 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 86 | — | Aug 2007 | DRIGX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | DRIGX vs PADLX | |
| State Street Target Retirement Fund | 83 | — | Sep 2014 | DRIGX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | DRIGX vs PDAHX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | DRIGX vs URINX |
Top Performing DRIGX Alternatives (YTD)
DRIGX is at 4.64% YTD. There are 556 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | DRIGX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 13.29% | — | Jul 2013 | DRIGX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.09% | — | Jun 2017 | DRIGX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.00% | — | Jun 2017 | DRIGX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.99% | — | Jun 2019 | DRIGX vs FDFPX |
Lowest Volatility Alternatives to DRIGX
DRIGX has 8.31% 1-year volatility. There are 205 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | DRIGX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | DRIGX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | DRIGX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | DRIGX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | DRIGX vs FIKFX |
Lowest Drawdown Alternatives to DRIGX
DRIGX has a 1-year max drawdown of -6.59%. There are 240 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | DRIGX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | DRIGX vs FRIMX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $42B.
Often Compared With DRIGX
Investors most often compare DRIGX with SPY, JLKYX, PDDDX. 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