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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | URSIX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | URSIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | URSIX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | URSIX vs PPLIX | |
| 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 75. There are 84 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 | URSIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | URSIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | URSIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | URSIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | URSIX vs FRHMX |
Top Performing URSIX Alternatives (YTD)
URSIX is at 13.35% YTD. There are 80 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 | URSIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | URSIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | URSIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | URSIX vs FIRVX | |
| Fidelity Freedom 2070 Fund Class K | 14.88% | — | May 2025 | URSIX vs FRBEX |
Lowest Volatility Alternatives to URSIX
URSIX has 12.22% 1-year volatility. There are 453 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 | URSIX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | URSIX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | URSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | URSIX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.35% | — | Aug 2007 | URSIX vs FRQAX |
Lowest Drawdown Alternatives to URSIX
URSIX has a 1-year max drawdown of -8.32%. There are 388 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | URSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | URSIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | URSIX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | URSIX vs FRQKX |
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 | URSIX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 63 | 9.96% | — | May 1996 | URSIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | URSIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.12% | — | Oct 1981 | URSIX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -5.41% | — | Aug 1984 | URSIX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 34.09% | — | Nov 1995 | URSIX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | -0.66% | — | Apr 1971 | URSIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 76 | 9.20% | — | Aug 1984 | URSIX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.19% | — | Jan 1989 | URSIX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 77 | 1.55% | — | 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