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 187 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | DTDRX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | DTDRX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | DTDRX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | DTDRX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DTDRX vs FCQTX |
Best Risk-Adjusted Alternatives to DTDRX
DTDRX has a PortfoliosLab risk / return rank of 73. There are 23 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | DTDRX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | DTDRX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | DTDRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | DTDRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | DTDRX vs FRHMX |
Top Performing DTDRX Alternatives (YTD)
DTDRX is at 9.68% YTD. There are 172 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | DTDRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | DTDRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | DTDRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | DTDRX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | DTDRX vs FFSZX |
Lowest Volatility Alternatives to DTDRX
DTDRX has 11.86% 1-year volatility. There are 409 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | DTDRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | DTDRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | DTDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | DTDRX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | DTDRX vs FRIMX |
Lowest Drawdown Alternatives to DTDRX
DTDRX has a 1-year max drawdown of -8.57%. There are 412 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | DTDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DTDRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | DTDRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | DTDRX vs FRKMX |
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 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