Dimensional 2065 Target Date Retirement Income Fund (DTDRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DTDRX
DTDRX charges 0.22% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among DTDRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | DTDRX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | DTDRX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | DTDRX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | DTDRX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | DTDRX vs FCQTX |
Best Risk-Adjusted Alternatives to DTDRX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | DTDRX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | DTDRX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | DTDRX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | DTDRX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | DTDRX vs FRHMX |
Top Performing DTDRX Alternatives (YTD)
DTDRX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | DTDRX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | DTDRX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | DTDRX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | DTDRX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | DTDRX vs FYTKX |
Lowest Volatility Alternatives to DTDRX
DTDRX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | DTDRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | DTDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | DTDRX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | DTDRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | DTDRX vs FRAMX |
Lowest Drawdown Alternatives to DTDRX
DTDRX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | DTDRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | DTDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | DTDRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | DTDRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | DTDRX vs FRHMX |
Other Mutual Funds from Dimensional
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Often Compared With DTDRX
What investors most often compare with DTDRX, 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.