USAA Target Retirement Income Fund (URINX) 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 URINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to URINX
URINX charges 0.04% annually. There are 24 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 2055 Fund | 0.01% | — | Feb 2008 | URINX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | URINX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | URINX vs LTRIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | URINX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | URINX vs PTDIX |
Best Risk-Adjusted Alternatives to URINX
URINX has a PortfoliosLab risk / return rank of 81. There are 23 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 | URINX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | URINX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | URINX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | URINX vs DRILX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 85 | — | Nov 2015 | URINX vs DRIKX |
Top Performing URINX Alternatives (YTD)
URINX is at 5.67% YTD. There are 529 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | URINX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | URINX vs FVTKX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.94% | — | Jun 2011 | URINX vs FCTKX | |
| Fidelity Freedom Blend 2060 Fund | 13.91% | — | Aug 2018 | URINX vs FHANX | |
| Fidelity Freedom Blend 2065 Fund | 13.89% | — | Jun 2019 | URINX vs FFBSX |
Lowest Volatility Alternatives to URINX
URINX has 5.18% 1-year volatility. There are 73 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 | URINX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | URINX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | URINX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | URINX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | URINX vs FRIMX |
Lowest Drawdown Alternatives to URINX
URINX has a 1-year max drawdown of -3.92%. There are 42 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 | URINX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | URINX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | URINX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | URINX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | URINX vs FRKMX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 74 | 21.54% | — | Oct 2000 | URINX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 72 | 11.92% | — | May 1996 | URINX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.27% | — | Jan 2023 | URINX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 24 | 9.53% | — | Oct 1981 | URINX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 23 | 0.85% | — | Aug 1984 | URINX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 18 | 4.85% | — | Apr 1971 | URINX vs USAAX | |
| Victory Global Energy Transition Fund | Energy Equities | 97 | 38.76% | — | Nov 1995 | URINX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 71 | 8.95% | — | Aug 1984 | URINX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.70% | — | Jan 1989 | URINX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 79 | 1.40% | — | Aug 1999 | URINX vs USHYX |
Often Compared With URINX
Investors most often compare URINX with ITOT, FBND, FHNDX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare URINX with Any Fund or Stock
Compare URINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair URINX with funds that move differently
USAA Target Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to URINX.
Explore URINX Diversifiers