Dimensional 2060 Target Date Retirement Income Fund (DRILX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DRILX
DRILX charges 0.22% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among DRILX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | DRILX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | DRILX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | DRILX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | DRILX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | DRILX vs FCQTX |
Best Risk-Adjusted Alternatives to DRILX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | DRILX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | DRILX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | DRILX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | DRILX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | DRILX vs FRHMX |
Top Performing DRILX Alternatives (YTD)
DRILX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | DRILX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | DRILX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | DRILX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | DRILX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | DRILX vs FYTKX |
Lowest Volatility Alternatives to DRILX
DRILX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | DRILX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | DRILX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | DRILX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | DRILX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | DRILX vs FIRMX |
Lowest Drawdown Alternatives to DRILX
DRILX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | DRILX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | DRILX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | DRILX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | DRILX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | DRILX vs FRHMX |
Other Mutual Funds from Dimensional
Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.
Often Compared With DRILX
What investors most often compare with DRILX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab Target 2060 Fund | Target Retirement Date | 60 | -4.10% | Aug 24, 2016 | DRILX vs SWPRX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | DRILX vs SWTSX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | Target Retirement Date | 82 | -0.51% | Aug 30, 2007 | DRILX vs FRIMX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2013 | DRILX vs PLTZX | |
| Fidelity Freedom 2010 Fund Class K6 | Target Retirement Date | 84 | -0.61% | Oct 17, 1996 | DRILX vs FOTKX | |
| Fidelity Flex Freedom Blend Income Fund | Target Retirement Date | 83 | -0.50% | Jun 8, 2017 | DRILX vs FTLSX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | DRILX vs LTFIX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | DRILX vs PPLIX |
Compare DRILX with Any Fund or Stock
Compare DRILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.