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Dimensional 2055 Target Date Retirement Income Fund (DRIKX) Diversifiers

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

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 2055 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 DRIKX? The mutual funds below have the lowest correlation with DRIKX — 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 DRIKX.

Best Diversifiers for DRIKX

0 mutual funds have low correlation with DRIKX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Targeted Value Portfolio (DFFVX) (Small Cap Value Equities) with a 1Y correlation of 0.62, down from 0.81 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFFVX
DFA U.S. Targeted Value Portfolio0.620.750.81
56
Small Cap Value EquitiesDRIKX vs DFFVX
DFSVX
DFA U.S. Small Cap Value Portfolio I0.630.740.80
61
Small Cap Value EquitiesDRIKX vs DFSVX
DRIRX
Dimensional 2020 Target Date Retirement Income Fun...0.650.630.57
60
Target Retirement DateDRIKX vs DRIRX
DRIQX
Dimensional 2015 Target Date Retirement Income Fun...0.680.680.63
62
Target Retirement DateDRIKX vs DRIQX
DFLVX
DFA U.S. Large Cap Value Portfolio0.700.770.84
92
Large Cap Value EquitiesDRIKX vs DFLVX
See all 478 diversifiers for DRIKX

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