Dimensional 2015 Target Date Retirement Income Fund (DRIQX) 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 DRIQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRIQX
DRIQX charges 0.17% annually. There are 153 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 2060 Fund | 0.01% | — | Feb 2013 | DRIQX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | DRIQX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | DRIQX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | DRIQX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DRIQX vs FCQTX |
Best Risk-Adjusted Alternatives to DRIQX
DRIQX has a PortfoliosLab risk / return rank of 53. There are 524 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 | DRIQX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | DRIQX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | DRIQX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | DRIQX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | DRIQX vs URTRX |
Top Performing DRIQX Alternatives (YTD)
DRIQX is at 3.01% YTD. There are 643 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 | DRIQX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | DRIQX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | DRIQX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | DRIQX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | DRIQX vs FDFPX |
Lowest Volatility Alternatives to DRIQX
DRIQX has 4.52% 1-year volatility. There are 4 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 | DRIQX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | DRIQX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | DRIQX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | DRIQX vs MLLIX | |
| Prudential Day One Income Fund | 4.66% | — | Dec 2016 | DRIQX vs PDAHX |
Lowest Drawdown Alternatives to DRIQX
DRIQX has a 1-year max drawdown of -3.47%. There are 3 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 | DRIQX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | DRIQX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRIQX vs FFGZX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | DRIQX vs PRMYX | |
| Prudential Day One Income Fund | -3.51% | — | Dec 2016 | DRIQX vs PDAHX |
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 DRIQX
Investors most often compare DRIQX with FNSFX, FFSZX, FCTKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DRIQX with Any Fund or Stock
Compare DRIQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRIQX with funds that move differently
Dimensional 2015 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRIQX.
Explore DRIQX Diversifiers