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 a closer substitute for your current allocation.
Cheapest Alternatives to URSIX
URSIX 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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | URSIX vs JRLVX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | URSIX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | URSIX vs PPLIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | URSIX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | URSIX vs JIEHX |
Best Risk-Adjusted Alternatives to URSIX
URSIX has a PortfoliosLab risk / return rank of 81. There are 9 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 | URSIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | URSIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | URSIX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | URSIX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | URSIX vs URTRX |
Top Performing URSIX Alternatives (YTD)
URSIX is at 13.54% YTD. No mutual funds in the Target Retirement Date category have higher YTD returns; the top-performing alternatives shown here go as high as 13.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | URSIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | URSIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | URSIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | URSIX vs FQLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 12.78% | — | Aug 2014 | URSIX vs FVTKX |
Lowest Volatility Alternatives to URSIX
URSIX has 12.44% 1-year volatility. There are 404 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 | URSIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | URSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | URSIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | URSIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | URSIX vs DRIQX |
Lowest Drawdown Alternatives to URSIX
URSIX has a 1-year max drawdown of -8.32%. There are 362 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 | URSIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | URSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | URSIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | URSIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | URSIX vs PRMYX |
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 | 35 | 12.08% | — | Oct 2000 | URSIX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 55 | 10.08% | — | May 1996 | URSIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.28% | — | Jan 2023 | URSIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 9 | 2.72% | — | Oct 1981 | URSIX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 28.25% | — | Nov 1995 | URSIX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -13.41% | — | Aug 1984 | URSIX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 76 | 5.55% | — | Jan 1989 | URSIX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -1.01% | — | Apr 1971 | URSIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 77 | 8.62% | — | Aug 1984 | URSIX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 72 | 1.51% | — | Aug 1999 | URSIX vs USHYX |
Often Compared With URSIX
Investors most often compare URSIX with VOO, SPXL, URFRX. These 20 comparison targets span 5 categories, 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.
Pair URSIX with funds that move differently
USAA Target Retirement 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to URSIX.
Explore URSIX Diversifiers