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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TSIMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSIMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TSIMX vs BWBIX |
Best Risk-Adjusted Alternatives to TSIMX
TSIMX has a PortfoliosLab risk / return rank of 42. There are 441 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 | 96 | — | Dec 2009 | TSIMX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TSIMX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TSIMX vs FSRRX |
Top Performing TSIMX Alternatives (YTD)
TSIMX is at 4.93% YTD. There are 361 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | TSIMX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TSIMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TSIMX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TSIMX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TSIMX vs BRUFX |
Lowest Volatility Alternatives to TSIMX
TSIMX has 9.24% 1-year volatility. There are 319 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 Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TSIMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TSIMX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TSIMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | 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 | |
| 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TSIMX vs CSTAX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 62 | 9.34% | — | Oct 2002 | TSIMX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 69 | 12.68% | — | Oct 2002 | TSIMX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 47 | 11.18% | — | Jul 1999 | TSIMX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 94 | 20.09% | — | Oct 2002 | TSIMX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 70 | 9.98% | — | Sep 2009 | TSIMX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 79 | 19.47% | — | Oct 2002 | TSIMX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 10 | 0.31% | — | Mar 2006 | TSIMX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 26 | 4.86% | — | Jul 1999 | TSIMX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 69 | 10.32% | — | Sep 2014 | TSIMX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 50 | 15.90% | — | Oct 2002 | TSIMX vs TIREX |
Often Compared With TSIMX
Investors most often compare TSIMX with FCSRX, MHELX, FSRKX. These 18 comparison targets span 4 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