DFA Targeted Credit Portfolio (DTCPX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DTCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DTCPX
DTCPX charges 0.20% annually. There are 6 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | DTCPX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | DTCPX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | DTCPX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | DTCPX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | DTCPX vs VBISX |
Best Risk-Adjusted Alternatives to DTCPX
DTCPX has a PortfoliosLab risk / return rank of 69. There are 70 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | DTCPX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | DTCPX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | DTCPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | DTCPX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | DTCPX vs DBLSX |
Top Performing DTCPX Alternatives (YTD)
DTCPX is at 1.38% YTD. There are 15 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | DTCPX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | DTCPX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | DTCPX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | DTCPX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | DTCPX vs BATAX |
Lowest Volatility Alternatives to DTCPX
DTCPX has 1.67% 1-year volatility. There are 26 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | DTCPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | DTCPX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | DTCPX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | DTCPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | DTCPX vs DHEAX |
Lowest Drawdown Alternatives to DTCPX
DTCPX has a 1-year max drawdown of -1.44%. There are 82 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | DTCPX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | DTCPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | DTCPX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | DTCPX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | DTCPX vs HOBEX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DTCPX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DTCPX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DTCPX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DTCPX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DTCPX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DTCPX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DTCPX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DTCPX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DTCPX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DTCPX vs DFLVX |
Often Compared With DTCPX
Investors most often compare DTCPX with FSHBX, TSDLX, STIP. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Short-Term Bond Fund | Total Bond Market | 62 | 0.56% | — | Sep 1986 | DTCPX vs FSHBX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | DTCPX vs TSDLX | |
| iShares 0-5 Year TIPS Bond ETF | Inflation-Protected Bonds | 93 | 2.04% | 15.82B | Dec 2010 | DTCPX vs STIP | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | DTCPX vs STBFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | DTCPX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | DTCPX vs DFCFX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.21% | — | — | DTCPX vs DFQTX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 71 | 0.90% | — | Mar 2006 | DTCPX vs CMFIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | DTCPX vs SNSAX |
Compare DTCPX with Any Fund or Stock
Compare DTCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTCPX with funds that move differently
DFA Targeted Credit Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTCPX.
Explore DTCPX Diversifiers