TRLIX Alternatives & Similar Mutual Funds

TIAA-CREF Large Cap Value Fund (TRLIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TRLIX

TRLIX charges 0.41% annually. There are 34 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	TRLIX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	TRLIX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	TRLIX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	TRLIX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	TRLIX vs VVIAX

Best Risk-Adjusted Alternatives to TRLIX

TRLIX has a PortfoliosLab risk / return rank of 84. There are 68 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	TRLIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	TRLIX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	TRLIX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	TRLIX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	TRLIX vs AVLVX

Top Performing TRLIX Alternatives (YTD)

TRLIX is at 14.43% YTD. There are 67 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	TRLIX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	TRLIX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	TRLIX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	TRLIX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	TRLIX vs NPRTX

Lowest Volatility Alternatives to TRLIX

TRLIX has 11.24% 1-year volatility. There are 151 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	TRLIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	TRLIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	TRLIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	TRLIX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	TRLIX vs TMMAX

Lowest Drawdown Alternatives to TRLIX

TRLIX has a 1-year max drawdown of -7.35%. There are 166 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	TRLIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	TRLIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	TRLIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	TRLIX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	TRLIX vs SVAIX

Other Mutual Funds from TIAA Investments

The 10 most viewed TIAA Investments mutual funds shown here include TILIX, TISPX, TCIEX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TILIX	TIAA-CREF Large-Cap Growth Index Fund	Large Cap Growth Equities	20	3.15%	—	Oct 2002	TRLIX vs TILIX
TISPX	TIAA-CREF S&P 500 Index Fund	Large Cap Blend Equities	65	9.77%	—	Oct 2002	TRLIX vs TISPX
TCIEX	TIAA-CREF International Equity Index Fund Institut...	Large Cap Blend Equities, Foreign Large Cap Equities	38	10.77%	—	Oct 2002	TRLIX vs TCIEX
TISCX	TIAA-CREF Social Choice Equity Fund	Large Cap Blend Equities	58	12.90%	—	Jul 1999	TRLIX vs TISCX
TLLIX	TIAA-CREF Lifecycle Index 2050 Fund	Target Retirement Date	70	11.37%	—	Sep 2009	TRLIX vs TLLIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	89	16.65%	—	Oct 2002	TRLIX vs TILVX
TILGX	TIAA-CREF Large-Cap Growth Fund Institutional Clas...	Large Cap Growth Equities	19	3.61%	—	Mar 2006	TRLIX vs TILGX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	72	21.71%	—	Oct 2002	TRLIX vs TISBX
TVIIX	TIAA-CREF Lifecycle Index 2060 Fund	Target Retirement Date	70	11.69%	—	Sep 2014	TRLIX vs TVIIX
TIREX	TIAA-CREF Real Estate Securities Fund Institutiona...	REIT	17	11.68%	—	Oct 2002	TRLIX vs TIREX

Often Compared With TRLIX

Investors most often compare TRLIX with TRPWX, FSKAX, VOO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TRPWX	TIAA-CREF Mid-Cap Growth Fund	Mid Cap Growth Equities	4	2.21%	—	Oct 2002	TRLIX vs TRPWX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	64	10.43%	—	—	TRLIX vs FSKAX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	TRLIX vs VOO
VCSAX	Vanguard Consumer Staples Index Fund Admiral Share...	Consumer Staples Equities	6	6.95%	9.10B	Jan 2004	TRLIX vs VCSAX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	96	89.12%	—	Jul 1985	TRLIX vs FSELX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	25	15.13%	—	Sep 1986	TRLIX vs FSDPX
MGXIX	MainStay Equity Allocation Fund	Diversified Portfolio	58	12.16%	—	Apr 2005	TRLIX vs MGXIX
FSAGX	Fidelity Select Gold Portfolio	Gold, Precious Metals	18	-2.07%	—	Dec 1985	TRLIX vs FSAGX
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	43	6.85%	—	Feb 1950	TRLIX vs RMFGX
LOMAX	Edgar Lomax Value Fund	Large Cap Value Equities	85	10.68%	—	Dec 1997	TRLIX vs LOMAX
AMD	Advanced Micro Devices, Inc.		97	142.74%	—	—	TRLIX vs AMD
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	43	15.98%	—	Nov 1935	TRLIX vs LEXCX
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	87	15.89%	12.70B	Dec 2007	TRLIX vs MGV
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	16	7.21%	—	Jun 2021	TRLIX vs GQHPX
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	5.61%	—	—	TRLIX vs RWMGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	TRLIX vs SPY
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	9	11.57%	—	Jan 1984	TRLIX vs AVERX
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	67	7.86%	—	Mar 2015	TRLIX vs VSPVX
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	TRLIX vs FXAIX
VT	Vanguard Total World Stock ETF	Global Equities	59	10.06%	95.30B	Jun 2008	TRLIX vs VT

Compare TRLIX with Any Fund or Stock

Compare TRLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TRLIX with funds that move differently

TIAA-CREF Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRLIX.

Explore TRLIX Diversifiers

TIAA-CREF Large Cap Value Fund (TRLIX) Alternatives