PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Dimensional 2060 Target Date Retirement Income Fund (DRILX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 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 2060 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 DRILX? The mutual funds below have the lowest correlation with DRILX — 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 DRILX.

Best Diversifiers for DRILX

0 mutual funds have low correlation with DRILX (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 0.62, down from 0.79 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFSVX
DFA U.S. Small Cap Value Portfolio I0.620.730.79
61
Small Cap Value EquitiesDRILX vs DFSVX
DFFVX
DFA U.S. Targeted Value Portfolio0.630.750.80
59
Small Cap Value EquitiesDRILX vs DFFVX
DFLVX
DFA U.S. Large Cap Value Portfolio0.710.760.84
92
Large Cap Value EquitiesDRILX vs DFLVX
DFIVX
DFA International Value Portfolio Institutional Cl...0.730.740.79
83
Foreign Large Cap EquitiesDRILX vs DFIVX
DFSTX
DFA U.S. Small Cap Portfolio0.740.800.85
58
Small Cap Blend EquitiesDRILX vs DFSTX
See all 622 diversifiers for DRILX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements DRILX

Add DRILX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with DRILX