TLLRX Alternatives & Similar Mutual Funds

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
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	TLLRX vs PLTZX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	TLLRX vs LTFIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	TLLRX vs LTRIX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	TLLRX vs PMTIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	TLLRX vs LTIUX

Best Risk-Adjusted Alternatives to TLLRX

TLLRX has a PortfoliosLab risk / return rank of 62. There are 421 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
PADLX	Putnam Retirement Advantage Maturity Fund	89	—	Dec 2019	TLLRX vs PADLX
SSFNX	State Street Target Retirement Fund	87	—	Sep 2014	TLLRX vs SSFNX
PDAHX	Prudential Day One Income Fund	86	—	Dec 2016	TLLRX vs PDAHX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	TLLRX vs FRAMX
TDIFX	Dimensional Retirement Income Fund	85	—	Nov 2015	TLLRX vs TDIFX

Top Performing TLLRX Alternatives (YTD)

TLLRX is at 11.08% YTD. There are 222 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
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	TLLRX vs FRAMX
FVTKX	Fidelity Freedom 2060 Fund Class K6	13.86%	—	Aug 2014	TLLRX vs FVTKX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	13.84%	—	Jun 2017	TLLRX vs FWLSX
FCTKX	Fidelity Freedom 2055 Fund Class K6	13.83%	—	Jun 2011	TLLRX vs FCTKX
FFSZX	Fidelity Freedom 2065 Fund Class K6	13.82%	—	Jun 2019	TLLRX vs FFSZX

Lowest Volatility Alternatives to TLLRX

TLLRX has 12.29% 1-year volatility. There are 411 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
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	TLLRX vs TDIFX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	TLLRX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	TLLRX vs FRIMX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	TLLRX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.38%	—	Oct 2009	TLLRX vs FIKFX

Lowest Drawdown Alternatives to TLLRX

TLLRX has a 1-year max drawdown of -8.81%. There are 433 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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	TLLRX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	TLLRX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	TLLRX vs FFGZX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	-3.43%	—	Aug 2007	TLLRX vs FRQIX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	-3.44%	—	Aug 2007	TLLRX vs FRIMX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	68	11.58%	—	Jul 1999	TLLRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	66	11.43%	—	Jan 2007	TLLRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	17	4.92%	—	Oct 2002	TLLRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	23	8.47%	—	Nov 2005	TLLRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	89	3.66%	—	Jun 1999	TLLRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	2.40%	—	Jun 2003	TLLRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	19	4.12%	—	Mar 2006	TLLRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	75	1.04%	—	Dec 2006	TLLRX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	89	2.32%	—	Jan 2013	TLLRX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	12	7.90%	—	May 2009	TLLRX vs NVLIX

Often Compared With TLLRX

Investors most often compare TLLRX with DTDRX, FRQHX, FASEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DTDRX	Dimensional 2065 Target Date Retirement Income Fun...	Target Retirement Date	79	11.87%	—	Jan 2020	TLLRX vs DTDRX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	TLLRX vs FRQHX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	84	20.45%	—	Dec 1987	TLLRX vs FASEX
FFSFX	Fidelity Freedom 2065 Fund	Target Retirement Date	73	13.71%	—	Jun 2019	TLLRX vs FFSFX
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	Target Retirement Date	67	12.13%	—	Mar 2016	TLLRX vs JIEHX
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	45	4.83%	—	Feb 2008	TLLRX vs LTSTX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	41	8.79%	—	Feb 2001	TLLRX vs PPLIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	68	12.17%	—	Mar 2014	TLLRX vs JLKYX
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	80	11.86%	137.29M	Nov 2015	TLLRX vs DRILX
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	79	11.86%	—	Nov 2015	TLLRX vs DRIKX
PLWIX	Principal LifeTime 2020 Fund	Target Retirement Date	48	4.29%	—	Feb 2001	TLLRX vs PLWIX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	43	7.26%	—	Feb 2001	TLLRX vs PTDIX
FDKVX	Fidelity Freedom 2060 Fund	Target Retirement Date	73	13.69%	—	Aug 2014	TLLRX vs FDKVX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	72	13.77%	—	Jun 2024	TLLRX vs FRBHX
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	72	13.74%	—	Jun 2019	TLLRX vs FFSDX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	47	7.84%	—	Dec 2008	TLLRX vs NELIX
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	—	—	—	Aug 2019	TLLRX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	TLLRX vs FRHMX
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	73	13.74%	—	Jul 2017	TLLRX vs FNSFX
LTTIX	MFS Lifetime 2025 Fund	Target Retirement Date	—	—	—	Nov 2012	TLLRX vs LTTIX

Compare TLLRX with Any Fund or Stock

Compare TLLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Nuveen Lifecycle Index 2050 Fund Retirement Class (TLLRX) Alternatives