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Dimensional 2065 Target Date Retirement Income Fund (DTDRX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2065 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolio's allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the "landing point".

Looking to diversify beyond DTDRX? The mutual funds below have the lowest correlation with DTDRX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from DTDRX.

Best Diversifiers for DTDRX

0 mutual funds have low correlation with DTDRX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.61, down from 0.79 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFSVX
DFA U.S. Small Cap Value Portfolio I0.610.720.79
53
Small Cap Value EquitiesDTDRX vs DFSVX
DRIRX
Dimensional 2020 Target Date Retirement Income Fun...0.650.620.57
57
Target Retirement DateDTDRX vs DRIRX
DRIQX
Dimensional 2015 Target Date Retirement Income Fun...0.680.670.63
63
Target Retirement DateDTDRX vs DRIQX
DFLVX
DFA U.S. Large Cap Value Portfolio0.690.740.83
90
Large Cap Value EquitiesDTDRX vs DFLVX
DFIVX
DFA International Value Portfolio0.710.730.79
78
Foreign Large Cap EquitiesDTDRX vs DFIVX
See all 605 diversifiers for DTDRX

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