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 7 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 Short-Term Bond Fund | 0.02% | — | Jun 2015 | DTCPX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | DTCPX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | DTCPX vs FUMBX | |
| 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 |
Best Risk-Adjusted Alternatives to DTCPX
DTCPX has a PortfoliosLab risk / return rank of 74. There are 46 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | DTCPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | DTCPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | DTCPX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | DTCPX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | DTCPX vs BATAX |
Top Performing DTCPX Alternatives (YTD)
DTCPX is at 1.69% YTD. There are 8 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | DTCPX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | DTCPX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | DTCPX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | DTCPX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | DTCPX vs DHEIX |
Lowest Volatility Alternatives to DTCPX
DTCPX has 1.70% 1-year volatility. There are 26 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | DTCPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | DTCPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | DTCPX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | DTCPX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | DTCPX vs DLSNX |
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.
Often Compared With DTCPX
Investors most often compare DTCPX with FSHBX, DBLSX, TSDLX. These 11 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 | 59 | 0.32% | — | Sep 1986 | DTCPX vs FSHBX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.06% | — | Sep 2011 | DTCPX vs DBLSX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 86 | 0.58% | — | Dec 2020 | DTCPX vs TSDLX | |
| iShares 0-5 Year TIPS Bond ETF | Inflation-Protected Bonds | 85 | 1.34% | 15.90B | Dec 2010 | DTCPX vs STIP | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | DTCPX vs STBFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 29 | -0.13% | — | Mar 1994 | DTCPX vs VBISX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 70 | 0.73% | — | Mar 2006 | DTCPX vs CMFIX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 77 | 11.69% | — | — | DTCPX vs DFQTX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | DTCPX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 65 | 1.62% | — | Jun 1996 | DTCPX vs DFCFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 85 | 1.56% | — | 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