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 2050 Fund | 0.01% | — | Feb 2001 | TVIIX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TVIIX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TVIIX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TVIIX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TVIIX vs PTDIX |
Best Risk-Adjusted Alternatives to TVIIX
TVIIX has a PortfoliosLab risk / return rank of 69. There are 170 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TVIIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TVIIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TVIIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | TVIIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | TVIIX vs URTRX |
Top Performing TVIIX Alternatives (YTD)
TVIIX is at 10.32% YTD. There are 182 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | TVIIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TVIIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | TVIIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | TVIIX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | TVIIX vs FDFPX |
Lowest Volatility Alternatives to TVIIX
TVIIX has 12.91% 1-year volatility. There are 472 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | TVIIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | TVIIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | TVIIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | TVIIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | TVIIX vs DRIQX |
Lowest Drawdown Alternatives to TVIIX
TVIIX has a 1-year max drawdown of -9.05%. There are 463 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TVIIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TVIIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TVIIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TVIIX vs PRMYX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA 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 | 62 | 9.34% | — | Oct 2002 | TVIIX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 69 | 12.68% | — | Oct 2002 | TVIIX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 47 | 11.18% | — | Jul 1999 | TVIIX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 94 | 20.09% | — | Oct 2002 | TVIIX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 70 | 9.98% | — | Sep 2009 | TVIIX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 79 | 19.47% | — | Oct 2002 | TVIIX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 10 | 0.31% | — | Mar 2006 | TVIIX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 26 | 4.86% | — | Jul 1999 | TVIIX vs TIGRX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 50 | 15.90% | — | Oct 2002 | TVIIX vs TIREX | |
| TIAA-CREF Bond Index Fund | Intermediate Core Bond | 21 | -0.61% | — | 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