Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IAAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IAAAX
IAAAX charges 0.49% annually. There are 184 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IAAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IAAAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | IAAAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IAAAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | IAAAX vs VTMFX |
Best Risk-Adjusted Alternatives to IAAAX
IAAAX has a PortfoliosLab risk / return rank of 49. There are 376 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IAAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | IAAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IAAAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | IAAAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | IAAAX vs AOBLX |
Top Performing IAAAX Alternatives (YTD)
IAAAX is at 10.29% YTD. There are 90 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | IAAAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | IAAAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | IAAAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | IAAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | IAAAX vs TIBIX |
Lowest Volatility Alternatives to IAAAX
IAAAX has 13.72% 1-year volatility. There are 514 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | IAAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | IAAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | IAAAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | IAAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | IAAAX vs CSTAX |
Lowest Drawdown Alternatives to IAAAX
IAAAX has a 1-year max drawdown of -9.85%. There are 514 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IAAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IAAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IAAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IAAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IAAAX vs CSTAX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, TISVX, IALAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 20 | 6.89% | — | Nov 2009 | IAAAX vs TADAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 23 | 11.51% | — | Jan 2013 | IAAAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | -1.32% | — | Mar 1999 | IAAAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 49 | 7.44% | — | Feb 2002 | IAAAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 82 | 2.95% | — | Jul 2013 | IAAAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 89 | 5.44% | — | Aug 2011 | IAAAX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 45 | 13.44% | — | Dec 1992 | IAAAX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 43 | 10.69% | — | Sep 2000 | IAAAX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 48 | 5.47% | — | Feb 2002 | IAAAX vs IMOAX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 88 | 24.76% | — | Jan 2003 | IAAAX vs TSLTX |
Often Compared With IAAAX
Investors most often compare IAAAX with VOYA, IEMS.L, SPY. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare IAAAX with Any Fund or Stock
Compare IAAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IAAAX with funds that move differently
Transamerica Asset Allocation Growth Portfolio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IAAAX.
Explore IAAAX Diversifiers