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 2045 Fund | 0.01% | — | Feb 2008 | TVIIX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TVIIX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TVIIX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TVIIX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TVIIX vs LTIUX |
Best Risk-Adjusted Alternatives to TVIIX
TVIIX has a PortfoliosLab risk / return rank of 65. There are 286 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | TVIIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | TVIIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | TVIIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | TVIIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TVIIX vs FRAMX |
Top Performing TVIIX Alternatives (YTD)
TVIIX is at 11.78% YTD. There are 167 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | TVIIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TVIIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TVIIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TVIIX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | TVIIX vs FWLSX |
Lowest Volatility Alternatives to TVIIX
TVIIX has 12.57% 1-year volatility. There are 480 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | TVIIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TVIIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TVIIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TVIIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | TVIIX vs FIKFX |
Lowest Drawdown Alternatives to TVIIX
TVIIX has a 1-year max drawdown of -9.05%. There are 480 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 2010 Fund Class K | -3.42% | — | Aug 2019 | TVIIX vs FRQKX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TISPX, TCIEX, TISCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 65 | 11.33% | — | Oct 2002 | TVIIX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Large Cap Blend Equities, Foreign Large Cap Equities | 35 | 10.45% | — | Oct 2002 | TVIIX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 53 | 14.02% | — | Jul 1999 | TVIIX vs TISCX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 66 | 11.42% | — | Sep 2009 | TVIIX vs TLLIX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 89 | 18.30% | — | Oct 2002 | TVIIX vs TILVX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 17 | 5.36% | — | Mar 2006 | TVIIX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 33 | 6.92% | — | Jul 1999 | TVIIX vs TIGRX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 65 | 20.74% | — | Oct 2002 | TVIIX vs TISBX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 30 | 13.68% | — | Oct 2002 | TVIIX vs TIREX | |
| TIAA-CREF Bond Index Fund | Intermediate Core Bond | 18 | 0.02% | — | Sep 2009 | TVIIX vs TBIIX |
Often Compared With TVIIX
Investors most often compare TVIIX with FXAIX, TLYIX, SWPPX. 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