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Dimensional 2045 Target Date Retirement Income Fund (DRIIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks to provide total return consistent with the Portfolio's current asset allocation. To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2045 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolio's allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the "landing point".

Looking to diversify beyond DRIIX? The mutual funds below have the lowest correlation with DRIIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from DRIIX.

Best Diversifiers for DRIIX

0 mutual funds have low correlation with DRIIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.69, down from 0.81 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFSVX
DFA U.S. Small Cap Value Portfolio I0.690.760.81
61
Small Cap Value EquitiesDRIIX vs DFSVX
DFFVX
DFA U.S. Targeted Value Portfolio0.690.770.82
56
Small Cap Value EquitiesDRIIX vs DFFVX
TDIFX
Dimensional Retirement Income Fund0.740.760.73
83
Target Retirement DateDRIIX vs TDIFX
FAFAX
Fidelity Advisor Freedom Income Fund Class A0.760.680.67
66
Target Retirement DateDRIIX vs FAFAX
FEGLX
Fidelity Advisor Freedom Income Fund Class Z60.780.690.67
72
Target Retirement DateDRIIX vs FEGLX
See all 69 diversifiers for DRIIX

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