DTCPX Alternatives & Similar Mutual Funds

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 11 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	DTCPX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	DTCPX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	DTCPX vs FUMBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	DTCPX vs VBIRX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	DTCPX vs VSCSX

Best Risk-Adjusted Alternatives to DTCPX

DTCPX has a PortfoliosLab risk / return rank of 83. There are 30 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	DTCPX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	DTCPX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	DTCPX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	DTCPX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	DTCPX vs DLDFX

Top Performing DTCPX Alternatives (YTD)

DTCPX is at 1.80% YTD. There are 11 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	7.99%	—	Apr 2011	DTCPX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.90%	—	Jul 2005	DTCPX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	DTCPX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	DTCPX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	2.33%	—	Jul 2016	DTCPX vs DHEAX

Lowest Volatility Alternatives to DTCPX

DTCPX has 1.65% 1-year volatility. There are 30 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.73%	—	Jun 1996	DTCPX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	DTCPX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.04%	—	Jul 2016	DTCPX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.09%	—	Jul 2016	DTCPX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.14%	—	Mar 2009	DTCPX vs DFEQX

Lowest Drawdown Alternatives to DTCPX

DTCPX has a 1-year max drawdown of -1.44%. There are 85 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	DTCPX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	DTCPX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	DTCPX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	DTCPX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	DTCPX vs DHEIX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	90	22.74%	19.45B	Mar 1993	DTCPX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	93	16.63%	19.17B	Feb 1994	DTCPX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	84	13.81%	—	Dec 2003	DTCPX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	77	11.76%	14.33B	Sep 1999	DTCPX vs DFUSX
DFFVX	DFA U.S. Targeted Value Portfolio Institutional Cl...	Small Cap Value Equities	90	21.45%	16.81B	Feb 2000	DTCPX vs DFFVX
DISVX	DFA International Small Cap Value Portfolio Instit...	Foreign Small & Mid Cap Equities	75	12.02%	14.24B	Dec 1994	DTCPX vs DISVX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	76	12.75%	42.60B	Sep 2005	DTCPX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	81	19.59%	19.72B	Mar 1992	DTCPX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	85	13.83%	41.38B	Sep 2005	DTCPX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	97	20.05%	30.83B	Feb 1993	DTCPX vs DFLVX

Often Compared With DTCPX

Investors most often compare DTCPX with FSHBX, DBLSX, TSDLX. These 14 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FSHBX	Fidelity Short-Term Bond Fund	Short-Term Bond, Investment Grade Bonds, Actively Managed	54	0.53%	—	Sep 1986	DTCPX vs FSHBX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	95	1.13%	—	Sep 2011	DTCPX vs DBLSX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	90	1.35%	—	Dec 2020	DTCPX vs TSDLX
STIP	iShares 0-5 Year TIPS Bond ETF	Inflation-Protected Bonds	85	1.81%	15.91B	Dec 2010	DTCPX vs STIP
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	57	1.89%	—	Mar 2006	DTCPX vs CMFIX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	DTCPX vs STBFX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	60	0.63%	—	Aug 2015	DTCPX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	25	0.10%	—	Mar 1994	DTCPX vs VBISX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	85	13.98%	38.77B	—	DTCPX vs DFQTX
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	28	0.16%	—	Feb 2017	DTCPX vs SWSBX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	93	2.33%	—	Nov 2003	DTCPX vs SNSAX
HOBEX	Holbrook Income Fund	Short-Term Bond	96	1.98%	—	Jul 2016	DTCPX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	97	2.11%	—	Sep 2015	DTCPX vs BATAX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	93	1.01%	—	Sep 2011	DTCPX vs DLSNX

Compare DTCPX with Any Fund or Stock

Compare DTCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

DFA Targeted Credit Portfolio (DTCPX) Alternatives