TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRILX
TRILX charges 0.10% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TRILX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TRILX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TRILX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TRILX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TRILX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TRILX vs FYMIX |
Best Risk-Adjusted Alternatives to TRILX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TRILX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TRILX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TRILX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TRILX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TRILX vs PMAIX |
Top Performing TRILX Alternatives (YTD)
TRILX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TRILX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TRILX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TRILX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TRILX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TRILX vs CONWX |
Lowest Volatility Alternatives to TRILX
TRILX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TRILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TRILX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TRILX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TRILX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TRILX vs SICIX |
Lowest Drawdown Alternatives to TRILX
TRILX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TRILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TRILX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TRILX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TRILX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TRILX vs SICIX |
Other Mutual Funds from TIAA Investments
Most popular TIAA Investments mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRILX
What investors most often compare with TRILX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TRILX vs SPY | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | TRILX vs VIIIX | |
| Vanguard Balanced Index Fund Admiral Shares | Diversified Portfolio | 59 | -4.19% | Nov 13, 2000 | TRILX vs VBIAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TRILX vs VOO | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TRILX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TRILX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TRILX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TRILX vs WWWEX |
Compare TRILX with Any Fund or Stock
Compare TRILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.