Dimensional 2060 Target Date Retirement Income Fund (DRILX) 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 DRILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRILX
DRILX charges 0.22% annually. There are 187 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 2020 Fund | 0.01% | — | Feb 2001 | DRILX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DRILX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | DRILX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DRILX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | DRILX vs LTIUX |
Best Risk-Adjusted Alternatives to DRILX
DRILX has a PortfoliosLab risk / return rank of 75. There are 20 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | DRILX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | DRILX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | DRILX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | DRILX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | DRILX vs TDIFX |
Top Performing DRILX Alternatives (YTD)
DRILX is at 10.95% YTD. There are 114 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 | DRILX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | DRILX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | DRILX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | DRILX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | DRILX vs FCTKX |
Lowest Volatility Alternatives to DRILX
DRILX has 11.90% 1-year volatility. There are 394 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | DRILX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | DRILX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | DRILX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | DRILX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | DRILX vs FIKFX |
Lowest Drawdown Alternatives to DRILX
DRILX has a 1-year max drawdown of -8.58%. There are 396 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 | DRILX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | DRILX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRILX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | DRILX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | DRILX 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 DRILX
Investors most often compare DRILX with SWPRX, SWTSX, FRHMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DRILX with Any Fund or Stock
Compare DRILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRILX with funds that move differently
Dimensional 2060 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRILX.
Explore DRILX Diversifiers