Dimensional 2065 Target Date Retirement Income Fund (DTDRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DTDRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DTDRX
DTDRX charges 0.22% annually. There are 189 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DTDRX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DTDRX vs FCQTX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | DTDRX vs PLWIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | DTDRX vs JLKYX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | DTDRX vs LTSTX |
Best Risk-Adjusted Alternatives to DTDRX
DTDRX has a PortfoliosLab risk / return rank of 78. There are 12 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | DTDRX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | DTDRX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | DTDRX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | DTDRX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | DTDRX vs URTRX |
Top Performing DTDRX Alternatives (YTD)
DTDRX is at 11.23% YTD. There are 116 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | DTDRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | DTDRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | DTDRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | DTDRX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | DTDRX vs FQLSX |
Lowest Volatility Alternatives to DTDRX
DTDRX has 12.06% 1-year volatility. There are 386 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | DTDRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | DTDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | DTDRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | DTDRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | DTDRX vs DRIQX |
Lowest Drawdown Alternatives to DTDRX
DTDRX has a 1-year max drawdown of -8.57%. There are 388 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | DTDRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | DTDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DTDRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | DTDRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | DTDRX vs PRMYX |
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.
Often Compared With DTDRX
Investors most often compare DTDRX with VTSAX, VUG, VLXVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DTDRX with Any Fund or Stock
Compare DTDRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTDRX with funds that move differently
Dimensional 2065 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTDRX.
Explore DTDRX Diversifiers