1290 Retirement 2060 Fund (TNXIX) 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 TNXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TNXIX
TNXIX charges 0.52% annually. There are 450 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 2050 Fund | 0.01% | — | Feb 2001 | TNXIX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TNXIX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TNXIX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TNXIX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TNXIX vs PTDIX |
Best Risk-Adjusted Alternatives to TNXIX
TNXIX has a PortfoliosLab risk / return rank of 24. There are 644 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TNXIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TNXIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TNXIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | TNXIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | TNXIX vs URTRX |
Top Performing TNXIX Alternatives (YTD)
TNXIX is at 5.47% YTD. There are 484 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | TNXIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TNXIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | TNXIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | TNXIX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | TNXIX vs FDFPX |
Lowest Volatility Alternatives to TNXIX
TNXIX has 16.26% 1-year volatility. There are 649 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | TNXIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | TNXIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | TNXIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | TNXIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | TNXIX vs DRIQX |
Lowest Drawdown Alternatives to TNXIX
TNXIX has a 1-year max drawdown of -12.24%. There are 649 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 | TNXIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TNXIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TNXIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TNXIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TNXIX vs PRMYX |
Other Mutual Funds from 1290 Funds
The 8 most viewed 1290 Funds mutual funds shown here include TNVIX, TNMAX, TNHIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 78 | 19.38% | — | Nov 2014 | TNXIX vs TNVIX | |
| 1290 Multi-Alternative Strategies Fund Class A | Multistrategy | 85 | 8.52% | — | Jul 2015 | TNXIX vs TNMAX | |
| 1290 High Yield Bond Fund | High Yield Bonds | 65 | 1.42% | — | Nov 2014 | TNXIX vs TNHIX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 46 | 3.01% | — | Jul 2015 | TNXIX vs TNUIX | |
| 1290 Multi-Alternative Strategies Fund | Multistrategy | 86 | 8.72% | — | Jul 2015 | TNXIX vs TNMIX | |
| 1290 Loomis Sayles Multi-Asset Income Fund Class A | Diversified Portfolio | 61 | 4.41% | — | Mar 2016 | TNXIX vs TNXAX | |
| 1290 SmartBeta Equity Fund | Global Equities | 40 | 6.04% | — | Nov 2014 | TNXIX vs TNBIX | |
| 1290 DoubleLine Dynamic Allocation Fund | Diversified Portfolio | 63 | 4.53% | — | Mar 2016 | TNXIX vs TNVDX |
Often Compared With TNXIX
Investors most often compare TNXIX with TLT, VOO, FSPGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TNXIX with Any Fund or Stock
Compare TNXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TNXIX with funds that move differently
1290 Retirement 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TNXIX.
Explore TNXIX Diversifiers