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 189 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 2050 Fund | 0.01% | — | Feb 2001 | DRILX vs PPLIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | DRILX vs LTRIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | DRILX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | DRILX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DRILX vs JIEHX |
Best Risk-Adjusted Alternatives to DRILX
DRILX has a PortfoliosLab risk / return rank of 78. There are 14 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | DRILX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | DRILX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | DRILX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | DRILX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | DRILX vs URTRX |
Top Performing DRILX Alternatives (YTD)
DRILX is at 11.16% YTD. There are 123 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | DRILX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | DRILX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | DRILX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | DRILX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | DRILX vs FQLSX |
Lowest Volatility Alternatives to DRILX
DRILX has 12.08% 1-year volatility. There are 388 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 Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | DRILX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | DRILX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | DRILX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | DRILX vs DRIQX |
Lowest Drawdown Alternatives to DRILX
DRILX has a 1-year max drawdown of -8.58%. There are 390 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | DRILX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRILX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | DRILX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | DRILX vs PRMYX |
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 $43B.
Often Compared With DRILX
Investors most often compare DRILX with SWPRX, SWTSX, FRIMX. 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