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Dimensional 2020 Target Date Retirement Income Fund (DRIRX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 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 2020 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 DRIRX? The mutual funds below have the lowest correlation with DRIRX — 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 DRIRX.

Best Diversifiers for DRIRX

0 mutual funds have low correlation with DRIRX (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 0.54, roughly unchanged from 0.46 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFSVX
DFA U.S. Small Cap Value Portfolio I0.540.520.46
61
Small Cap Value EquitiesDRIRX vs DFSVX
DFLVX
DFA U.S. Large Cap Value Portfolio0.540.520.47
91
Large Cap Value EquitiesDRIRX vs DFLVX
DFFVX
DFA U.S. Targeted Value Portfolio0.550.540.47
59
Small Cap Value EquitiesDRIRX vs DFFVX
DFSTX
DFA U.S. Small Cap Portfolio0.630.570.50
58
Small Cap Blend EquitiesDRIRX vs DFSTX
DFIVX
DFA International Value Portfolio Institutional Cl...0.640.560.49
80
Foreign Large Cap EquitiesDRIRX vs DFIVX
See all 56 diversifiers for DRIRX

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