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Dimensional 2045 Target Date Retirement Income Fund (DRIIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
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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 historically moved differently from DRIIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

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 0.64, down from 0.80 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFSVX
DFA U.S. Small Cap Value Portfolio I0.640.750.80
85
Small Cap Value EquitiesDRIIX vs DFSVX
DFFVX
DFA U.S. Targeted Value Portfolio Institutional Cl...0.650.760.81
84
Small Cap Value EquitiesDRIIX vs DFFVX
DFLVX
DFA U.S. Large Cap Value Portfolio0.740.780.85
95
Large Cap Value EquitiesDRIIX vs DFLVX
DFSTX
DFA U.S. Small Cap Portfolio0.780.820.86
74
Small Cap Blend EquitiesDRIIX vs DFSTX
DFIVX
DFA International Value Portfolio Institutional Cl...0.790.770.80
93
Foreign Large Cap EquitiesDRIIX vs DFIVX
See all 64 diversifiers for DRIIX

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