USAA Target Retirement 2060 Fund (URSIX) Alternatives
USAA Target Retirement 2060 Fund (URSIX) 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 URSIX. 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 URSIX
URSIX charges 0.10% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among URSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | URSIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | URSIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | URSIX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | URSIX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | URSIX vs FCQTX |
Best Risk-Adjusted Alternatives to URSIX
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 | 86 | Jul 30, 2008 | URSIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | URSIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | URSIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | URSIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | URSIX vs FRHMX |
Top Performing URSIX Alternatives (YTD)
URSIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | URSIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | URSIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | URSIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | URSIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | URSIX vs FYTKX |
Lowest Volatility Alternatives to URSIX
URSIX 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 | URSIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | URSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | URSIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | URSIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | URSIX vs FRAMX |
Lowest Drawdown Alternatives to URSIX
URSIX 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 | URSIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | URSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | URSIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | URSIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | URSIX vs FRHMX |
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 | 49 | -9.04% | Oct 27, 2000 | URSIX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | URSIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | URSIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | URSIX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | URSIX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | URSIX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | URSIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | URSIX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | URSIX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | URSIX vs RSNRX |
Often Compared With URSIX
What investors most often compare with URSIX, based on PortfoliosLab usage data.
Compare URSIX with Any Fund or Stock
Compare URSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.