TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) 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 TLRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TLRIX
TLRIX charges 0.26% annually. There are 85 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 | TLRIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TLRIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TLRIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TLRIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TLRIX vs BWBIX |
Best Risk-Adjusted Alternatives to TLRIX
TLRIX has a PortfoliosLab risk / return rank of 49. There are 386 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 | TLRIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TLRIX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | TLRIX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TLRIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TLRIX vs AYBLX |
Top Performing TLRIX Alternatives (YTD)
TLRIX is at 4.63% YTD. There are 474 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.75% | — | Jan 1998 | TLRIX vs EKBAX | |
| ICON Equity Income Fund | 21.52% | — | May 2004 | TLRIX vs IOEZX | |
| Disciplined Growth Investors Fund | 21.03% | — | Aug 2011 | TLRIX vs DGIFX | |
| Greenspring Fund | 20.97% | — | Jun 1983 | TLRIX vs GRSPX | |
| AB Emerging Markets Multi-Asset Portfolio | 19.13% | — | Aug 2011 | TLRIX vs ABIEX |
Lowest Volatility Alternatives to TLRIX
TLRIX has 6.07% 1-year volatility. There are 98 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 | TLRIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TLRIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.94% | — | Apr 2012 | TLRIX vs SCLAX | |
| Ave Maria Bond Fund | 3.10% | — | Apr 2003 | TLRIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TLRIX vs CSTAX |
Lowest Drawdown Alternatives to TLRIX
TLRIX has a 1-year max drawdown of -5.23%. There are 157 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 | TLRIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TLRIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TLRIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TLRIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TLRIX vs CSTAX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 69 | 13.75% | — | Oct 2002 | TLRIX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 52 | 13.75% | — | Oct 2002 | TLRIX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 54 | 15.89% | — | Jul 1999 | TLRIX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 96 | 22.98% | — | Oct 2002 | TLRIX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 71 | 13.35% | — | Sep 2009 | TLRIX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 80 | 23.18% | — | Oct 2002 | TLRIX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 16 | 6.18% | — | Mar 2006 | TLRIX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 30 | 9.05% | — | Jul 1999 | TLRIX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 71 | 13.75% | — | Sep 2014 | TLRIX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 37 | 15.11% | — | Oct 2002 | TLRIX vs TIREX |
Often Compared With TLRIX
Investors most often compare TLRIX with FSRAX, BAICX, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TLRIX with Any Fund or Stock
Compare TLRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLRIX with funds that move differently
TIAA-CREF Lifecycle Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLRIX.
Explore TLRIX Diversifiers