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Dimensional 2030 Target Date Retirement Income Fund (DRIWX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 11, 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 2030 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 DRIWX? The mutual funds below have the lowest correlation with DRIWX — 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 DRIWX.

Best Diversifiers for DRIWX

0 mutual funds have low correlation with DRIWX (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 0.55, roughly unchanged from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFSVX
DFA U.S. Small Cap Value Portfolio I0.550.570.56
57
Small Cap Value EquitiesDRIWX vs DFSVX
DFLVX
DFA U.S. Large Cap Value Portfolio0.560.570.57
91
Large Cap Value EquitiesDRIWX vs DFLVX
DFFVX
DFA U.S. Targeted Value Portfolio Institutional Cl...0.570.580.57
57
Small Cap Value EquitiesDRIWX vs DFFVX
DFIVX
DFA International Value Portfolio Institutional Cl...0.640.600.59
82
Foreign Large Cap EquitiesDRIWX vs DFIVX
DISVX
DFA International Small Cap Value Portfolio Instit...0.650.590.60
59
Foreign Small & Mid Cap EquitiesDRIWX vs DISVX
See all 76 diversifiers for DRIWX

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