Nuveen Lifecycle Index 2050 Fund Retirement Class (TLLRX) 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 TLLRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TLLRX
TLLRX charges 0.35% annually. There are 283 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TLLRX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TLLRX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TLLRX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TLLRX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TLLRX vs LTFIX |
Best Risk-Adjusted Alternatives to TLLRX
TLLRX has a PortfoliosLab risk / return rank of 60. There are 431 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 | TLLRX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | TLLRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | TLLRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | TLLRX vs FIRVX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TLLRX vs FRAMX |
Top Performing TLLRX Alternatives (YTD)
TLLRX is at 9.63% YTD. There are 230 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | TLLRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TLLRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TLLRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TLLRX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.08% | — | Aug 2014 | TLLRX vs FVTKX |
Lowest Volatility Alternatives to TLLRX
TLLRX has 12.16% 1-year volatility. There are 426 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | TLLRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TLLRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | TLLRX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TLLRX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TLLRX vs FRIMX |
Lowest Drawdown Alternatives to TLLRX
TLLRX has a 1-year max drawdown of -8.81%. There are 451 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 | TLLRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TLLRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TLLRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TLLRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TLLRX vs FRKMX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.
Often Compared With TLLRX
Investors most often compare TLLRX with FRQAX, DTDRX, JIEHX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TLLRX with Any Fund or Stock
Compare TLLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLLRX with funds that move differently
Nuveen Lifecycle Index 2050 Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLLRX.
Explore TLLRX Diversifiers