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 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TSIMX vs BWBIX | |
| 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 405 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | TSIMX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TSIMX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | TSIMX vs FSRKX |
Top Performing TSIMX Alternatives (YTD)
TSIMX is at 6.18% YTD. There are 319 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | TSIMX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | TSIMX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | TSIMX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | TSIMX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | TSIMX vs DGIFX |
Lowest Volatility Alternatives to TSIMX
TSIMX has 8.40% 1-year volatility. There are 301 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 | TSIMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | TSIMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TSIMX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | TSIMX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | TSIMX vs CSTAX |
Lowest Drawdown Alternatives to TSIMX
TSIMX has a 1-year max drawdown of -7.43%. There are 392 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TSIMX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TSIMX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TSIMX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | TSIMX vs FSRRX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TIEIX, TILIX, TISPX and span 7 categories.
Often Compared With TSIMX
Investors most often compare TSIMX with FSIRX, DGTSX, QBDSX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | TSIMX vs FSIRX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | TSIMX vs DGTSX | |
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | TSIMX vs QBDSX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | TSIMX vs IOEZX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 71 | 12.42% | — | Sep 2014 | TSIMX vs TVIIX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | TSIMX vs BLNDX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | TSIMX vs PUDZX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 17.18% | — | Dec 2005 | TSIMX vs SMIFX |
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