TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) 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 TRILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRILX
TRILX charges 0.10% annually. There are 23 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 | TRILX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TRILX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TRILX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TRILX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TRILX vs FYMIX |
Best Risk-Adjusted Alternatives to TRILX
TRILX has a PortfoliosLab risk / return rank of 63. There are 255 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 | TRILX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TRILX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TRILX vs NWQIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | TRILX vs FIQDX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | TRILX vs EKBAX |
Top Performing TRILX Alternatives (YTD)
TRILX is at 5.17% YTD. There are 379 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.16% | — | Jan 1998 | TRILX vs EKBAX | |
| Greenspring Fund | 22.20% | — | Jun 1983 | TRILX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.36% | — | Aug 1998 | TRILX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.02% | — | Dec 2002 | TRILX vs TIBIX | |
| Sound Mind Investing Fund | 16.98% | — | Dec 2005 | TRILX vs SMIFX |
Lowest Volatility Alternatives to TRILX
TRILX has 6.00% 1-year volatility. There are 129 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 | TRILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | TRILX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TRILX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | TRILX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | TRILX vs CSTAX |
Lowest Drawdown Alternatives to TRILX
TRILX has a 1-year max drawdown of -5.30%. There are 165 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 | TRILX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TRILX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TRILX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TRILX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | TRILX vs FSIRX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TIEIX, TILIX, TISPX and span 6 categories.
Often Compared With TRILX
Investors most often compare TRILX with VIIIX, SPY, VBIAX. These 18 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TRILX with Any Fund or Stock
Compare TRILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRILX with funds that move differently
TIAA-CREF Lifecycle Index Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRILX.
Explore TRILX Diversifiers