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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DTDRX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | DTDRX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DTDRX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | DTDRX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | DTDRX vs PLTZX |
Best Risk-Adjusted Alternatives to DTDRX
DTDRX has a PortfoliosLab risk / return rank of 75. There are 17 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | DTDRX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | DTDRX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | DTDRX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | DTDRX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | DTDRX vs TDIFX |
Top Performing DTDRX Alternatives (YTD)
DTDRX is at 11.00% YTD. There are 105 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | DTDRX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | DTDRX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | DTDRX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | DTDRX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | DTDRX vs FCTKX |
Lowest Volatility Alternatives to DTDRX
DTDRX has 11.87% 1-year volatility. There are 393 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 Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | DTDRX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | DTDRX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | DTDRX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | DTDRX vs FIKFX |
Lowest Drawdown Alternatives to DTDRX
DTDRX has a 1-year max drawdown of -8.57%. There are 394 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | DTDRX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | DTDRX vs FRIMX |
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 $42B.
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