TIAA-CREF Lifecycle 2040 Fund (TCLOX) Alternatives
TIAA-CREF Lifecycle 2040 Fund (TCLOX) 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 TCLOX. 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 TCLOX
TCLOX charges 0.49% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TCLOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | TCLOX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | TCLOX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | TCLOX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | TCLOX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | TCLOX vs FCQTX |
Best Risk-Adjusted Alternatives to TCLOX
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 | TCLOX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | TCLOX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | TCLOX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | TCLOX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | TCLOX vs FRHMX |
Top Performing TCLOX Alternatives (YTD)
TCLOX 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 | TCLOX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | TCLOX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | TCLOX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | TCLOX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | TCLOX vs FYTKX |
Lowest Volatility Alternatives to TCLOX
TCLOX 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 | TCLOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | TCLOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | TCLOX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | TCLOX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | TCLOX vs FRAMX |
Lowest Drawdown Alternatives to TCLOX
TCLOX 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 | TCLOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | TCLOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | TCLOX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | TCLOX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | TCLOX vs FRHMX |
Other Mutual Funds from TIAA Investments
Most popular TIAA Investments mutual funds on PortfoliosLab, across asset classes.
Often Compared With TCLOX
What investors most often compare with TCLOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | Target Retirement Date | 73 | -2.91% | Sep 6, 2000 | TCLOX vs FFFFX | |
| Vanguard Target Retirement 2040 Fund | Target Retirement Date, Diversified Portfolio | 71 | -3.32% | Jun 7, 2006 | TCLOX vs VFORX | |
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | TCLOX vs JLGMX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TCLOX vs VOO | |
| Vanguard Target Retirement 2050 Fund | Target Retirement Date, Diversified Portfolio | 69 | -3.95% | Jun 7, 2006 | TCLOX vs VFIFX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | TCLOX vs PPLIX | |
| Fidelity Managed Retirement 2010 Fund Class K | Target Retirement Date | 83 | -0.48% | Aug 1, 2019 | TCLOX vs FRQKX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | TCLOX vs JRLVX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | TCLOX vs LTFIX |
Compare TCLOX with Any Fund or Stock
Compare TCLOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.