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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TRILX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TRILX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TRILX vs BWBIX |
Best Risk-Adjusted Alternatives to TRILX
TRILX has a PortfoliosLab risk / return rank of 56. There are 308 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 | 97 | — | Dec 2002 | TRILX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TRILX vs NWQIX | |
| Davis Appreciation & Income Fund | 92 | — | Apr 1992 | TRILX vs RPFCX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 92 | — | Sep 2003 | TRILX vs FMUAX |
Top Performing TRILX Alternatives (YTD)
TRILX is at 4.53% YTD. There are 415 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.11% | — | Jan 1998 | TRILX vs EKBAX | |
| ICON Equity Income Fund | 20.03% | — | May 2004 | TRILX vs IOEZX | |
| Greenspring Fund | 18.36% | — | Jun 1983 | TRILX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.17% | — | Aug 1998 | TRILX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.70% | — | Dec 2002 | TRILX vs TIBIX |
Lowest Volatility Alternatives to TRILX
TRILX has 6.46% 1-year volatility. There are 134 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | TRILX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TRILX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.88% | — | Apr 2012 | TRILX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | TRILX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | TRILX vs CSTAX |
Lowest Drawdown Alternatives to TRILX
TRILX has a 1-year max drawdown of -5.30%. There are 162 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TRILX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TRILX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TRILX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TRILX vs CSTAX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
Often Compared With TRILX
Investors most often compare TRILX with SPY, VIIIX, VOO. These 20 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