TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TVIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TVIIX
TVIIX charges 0.10% annually. There are 109 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TVIIX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TVIIX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TVIIX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | TVIIX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TVIIX vs LTRIX |
Best Risk-Adjusted Alternatives to TVIIX
TVIIX has a PortfoliosLab risk / return rank of 71. There are 189 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | TVIIX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | TVIIX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | TVIIX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | TVIIX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | TVIIX vs PDAHX |
Top Performing TVIIX Alternatives (YTD)
TVIIX is at 11.99% YTD. There are 124 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | TVIIX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | TVIIX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | TVIIX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | TVIIX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | TVIIX vs FDFPX |
Lowest Volatility Alternatives to TVIIX
TVIIX has 11.68% 1-year volatility. There are 481 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | TVIIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | TVIIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | TVIIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | TVIIX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | TVIIX vs FRIMX |
Lowest Drawdown Alternatives to TVIIX
TVIIX has a 1-year max drawdown of -9.05%. There are 487 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | TVIIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TVIIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TVIIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TVIIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | TVIIX vs FRHMX |
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 TVIIX
Investors most often compare TVIIX with FXAIX, SWPPX, TLYIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare TVIIX with Any Fund or Stock
Compare TVIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TVIIX with funds that move differently
TIAA-CREF Lifecycle Index 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TVIIX.
Explore TVIIX Diversifiers