TIAA-CREF Lifestyle Conservative Fund (TCSIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TCSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TCSIX
TCSIX charges 0.10% annually. There are 23 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TCSIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TCSIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TCSIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TCSIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TCSIX vs VTMFX |
Best Risk-Adjusted Alternatives to TCSIX
TCSIX has a PortfoliosLab risk / return rank of 44. There are 410 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TCSIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | TCSIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TCSIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | TCSIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | TCSIX vs AOBLX |
Top Performing TCSIX Alternatives (YTD)
TCSIX is at 3.77% YTD. There are 470 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | TCSIX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | TCSIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | TCSIX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | TCSIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | TCSIX vs TIBIX |
Lowest Volatility Alternatives to TCSIX
TCSIX has 6.44% 1-year volatility. There are 135 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TCSIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | TCSIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | TCSIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TCSIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | TCSIX vs CSTAX |
Lowest Drawdown Alternatives to TCSIX
TCSIX has a 1-year max drawdown of -5.73%. There are 198 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TCSIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TCSIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TCSIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TCSIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TCSIX vs CSTAX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
Often Compared With TCSIX
Investors most often compare TCSIX with BAICX, TIEIX, WELL. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TCSIX with Any Fund or Stock
Compare TCSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TCSIX with funds that move differently
TIAA-CREF Lifestyle Conservative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCSIX.
Explore TCSIX Diversifiers