TIAA-CREF Lifestyle Moderate Fund (TSIMX) 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 TSIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSIMX
TSIMX 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 | TSIMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TSIMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSIMX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TSIMX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TSIMX vs FYMIX |
Best Risk-Adjusted Alternatives to TSIMX
TSIMX has a PortfoliosLab risk / return rank of 50. There are 379 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 | TSIMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TSIMX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TSIMX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | TSIMX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TSIMX vs AYBLX |
Top Performing TSIMX Alternatives (YTD)
TSIMX is at 6.12% YTD. There are 293 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | TSIMX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | TSIMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | TSIMX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | TSIMX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | TSIMX vs SMIFX |
Lowest Volatility Alternatives to TSIMX
TSIMX has 8.91% 1-year volatility. There are 308 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | TSIMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | TSIMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | TSIMX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TSIMX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | TSIMX vs CSTAX |
Lowest Drawdown Alternatives to TSIMX
TSIMX has a 1-year max drawdown of -7.43%. There are 393 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 | TSIMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TSIMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TSIMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TSIMX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | TSIMX vs FSRKX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TILIX, TISPX, TCIEX and span 7 categories.
Often Compared With TSIMX
Investors most often compare TSIMX with FCSRX, FSIRX, BWBIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TSIMX with Any Fund or Stock
Compare TSIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSIMX with funds that move differently
TIAA-CREF Lifestyle Moderate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSIMX.
Explore TSIMX Diversifiers