USAA Target Retirement 2040 Fund (URFRX) Alternatives
USAA Target Retirement 2040 Fund (URFRX) 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 URFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to URFRX
URFRX charges 0.02% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among URFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | Mar 29, 2016 | URFRX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | Nov 6, 2013 | URFRX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | Feb 28, 2008 | URFRX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | Feb 28, 2013 | URFRX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | URFRX vs LTIUX |
Best Risk-Adjusted Alternatives to URFRX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 88 | Jul 30, 2008 | URFRX vs URINX | |
| Fidelity Freedom Income Fund Class K6 | 87 | Oct 17, 1996 | URFRX vs FYTKX | |
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | URFRX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | 87 | Jul 20, 2017 | URFRX vs FNSHX | |
| Fidelity Freedom 2010 Fund | 86 | Oct 17, 1996 | URFRX vs FFFCX |
Top Performing URFRX Alternatives (YTD)
URFRX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 1.03% | Dec 12, 2016 | URFRX vs PDAHX | |
| Prudential Day One 2020 Fund | 0.77% | Dec 12, 2016 | URFRX vs PDDDX | |
| USAA Target Retirement Income Fund | 0.62% | Jul 30, 2008 | URFRX vs URINX | |
| Prudential Day One 2025 Fund | 0.55% | Dec 12, 2016 | URFRX vs PDEJX | |
| State Street Target Retirement Fund | 0.53% | Sep 29, 2014 | URFRX vs SSFNX |
Lowest Volatility Alternatives to URFRX
URFRX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | URFRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | URFRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.42% | Oct 2, 2009 | URFRX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | URFRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | URFRX vs FRAMX |
Lowest Drawdown Alternatives to URFRX
URFRX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | URFRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | URFRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | URFRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | URFRX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | URFRX vs FRQKX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 64 | -5.93% | Oct 27, 2000 | URFRX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 58 | -4.39% | May 1, 1996 | URFRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | URFRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 39 | -9.21% | Oct 19, 1981 | URFRX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 92 | 6.26% | Aug 14, 1984 | URFRX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 66 | -2.22% | Jan 10, 1989 | URFRX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 29 | -10.65% | Apr 5, 1971 | URFRX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 80 | -0.11% | Aug 14, 1984 | URFRX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 93 | -0.60% | Aug 2, 1999 | URFRX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 16.87% | Nov 14, 1995 | URFRX vs RSNRX |
Often Compared With URFRX
What investors most often compare with URFRX, based on PortfoliosLab usage data.
Compare URFRX with Any Fund or Stock
Compare URFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.