TIAA-CREF Lifestyle Income Fund (TSITX) 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 TSITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSITX
TSITX 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 | TSITX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TSITX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSITX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TSITX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TSITX vs BWBIX |
Best Risk-Adjusted Alternatives to TSITX
TSITX has a PortfoliosLab risk / return rank of 44. There are 431 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 | TSITX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TSITX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TSITX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TSITX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TSITX vs FSRRX |
Top Performing TSITX Alternatives (YTD)
TSITX is at 1.36% YTD. There are 530 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 | TSITX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TSITX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TSITX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TSITX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TSITX vs BRUFX |
Lowest Volatility Alternatives to TSITX
TSITX has 4.15% 1-year volatility. There are 9 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 | TSITX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TSITX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TSITX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TSITX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TSITX vs CSTAX |
Lowest Drawdown Alternatives to TSITX
TSITX has a 1-year max drawdown of -4.08%. There are 59 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 | TSITX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TSITX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TSITX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TSITX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TSITX 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 | TSITX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 69 | 12.68% | — | Oct 2002 | TSITX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 47 | 11.18% | — | Jul 1999 | TSITX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 94 | 20.09% | — | Oct 2002 | TSITX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 70 | 9.98% | — | Sep 2009 | TSITX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 79 | 19.47% | — | Oct 2002 | TSITX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 10 | 0.31% | — | Mar 2006 | TSITX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 26 | 4.86% | — | Jul 1999 | TSITX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 69 | 10.32% | — | Sep 2014 | TSITX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 50 | 15.90% | — | Oct 2002 | TSITX vs TIREX |
Often Compared With TSITX
Investors most often compare TSITX with TAIAX, FASIX, TISIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TSITX with Any Fund or Stock
Compare TSITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSITX with funds that move differently
TIAA-CREF Lifestyle Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSITX.
Explore TSITX Diversifiers