USAA Target Retirement 2050 Fund (URFFX) 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 URFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to URFFX
URFFX charges 0.58% annually. There are 468 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 | URFFX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | URFFX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | URFFX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | URFFX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | URFFX vs FCQTX |
Best Risk-Adjusted Alternatives to URFFX
URFFX has a PortfoliosLab risk / return rank of 76. There are 77 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | URFFX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | URFFX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | URFFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | URFFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | URFFX vs FRHMX |
Top Performing URFFX Alternatives (YTD)
URFFX is at 12.66% YTD. There are 111 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 | URFFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | URFFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | URFFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | URFFX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | URFFX vs FVTKX |
Lowest Volatility Alternatives to URFFX
URFFX has 11.65% 1-year volatility. There are 404 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | URFFX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | URFFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | URFFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | URFFX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.36% | — | Aug 2007 | URFFX vs FRQAX |
Lowest Drawdown Alternatives to URFFX
URFFX has a 1-year max drawdown of -7.89%. There are 360 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 | URFFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | URFFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | URFFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | URFFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | URFFX vs FRKMX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 69 | 20.37% | — | Oct 2000 | URFFX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 63 | 9.96% | — | May 1996 | URFFX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | URFFX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.12% | — | Oct 1981 | URFFX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -5.41% | — | Aug 1984 | URFFX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 34.09% | — | Nov 1995 | URFFX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | -0.66% | — | Apr 1971 | URFFX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 76 | 9.20% | — | Aug 1984 | URFFX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.19% | — | Jan 1989 | URFFX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 77 | 1.55% | — | Aug 1999 | URFFX vs USHYX |
Often Compared With URFFX
Investors most often compare URFFX with SWPPX, SCHB, SWTSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare URFFX with Any Fund or Stock
Compare URFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair URFFX with funds that move differently
USAA Target Retirement 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to URFFX.
Explore URFFX Diversifiers