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 2055 Fund | 0.01% | — | Feb 2008 | TLLRX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TLLRX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TLLRX vs PPLIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | TLLRX vs JLKYX |
Best Risk-Adjusted Alternatives to TLLRX
TLLRX has a PortfoliosLab risk / return rank of 68. There are 315 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | TLLRX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TLLRX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | TLLRX vs SSBRX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | TLLRX vs PDAHX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 83 | — | Jan 2020 | TLLRX vs DTDRX |
Top Performing TLLRX Alternatives (YTD)
TLLRX is at 11.44% YTD. There are 195 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.90% | — | Jun 2017 | TLLRX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | TLLRX vs FVTKX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.85% | — | Jun 2019 | TLLRX vs FDFPX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | TLLRX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | TLLRX vs FFSZX |
Lowest Volatility Alternatives to TLLRX
TLLRX has 11.38% 1-year volatility. There are 433 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | TLLRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | TLLRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | TLLRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | TLLRX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.16% | — | 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 2010 Fund Class K | -3.42% | — | Aug 2019 | TLLRX vs FRQKX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 65 | 8.16% | — | Jan 2007 | TLLRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 15 | 2.17% | — | Nov 2005 | TLLRX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 60 | 3.18% | — | Jun 1999 | TLLRX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.52% | — | Jun 2003 | TLLRX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 16 | 2.91% | — | Mar 2006 | TLLRX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 75 | 0.78% | — | Dec 2006 | TLLRX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 72 | 17.87% | — | Dec 1987 | TLLRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | TLLRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 16 | 8.31% | — | May 2009 | TLLRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 56 | 7.79% | — | Dec 2008 | TLLRX vs NELIX |
Often Compared With TLLRX
Investors most often compare TLLRX with JIEHX, LTSTX, FFSFX. These 20 comparison targets span 1 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