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 180 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IAAAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | IAAAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | IAAAX vs BWBIX |
Best Risk-Adjusted Alternatives to IAAAX
IAAAX has a PortfoliosLab risk / return rank of 53. There are 384 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 | 98 | — | Dec 2002 | IAAAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | IAAAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | IAAAX vs NWQIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | IAAAX vs FIQDX |
Top Performing IAAAX Alternatives (YTD)
IAAAX is at 10.35% YTD. There are 90 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | IAAAX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | IAAAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | IAAAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | IAAAX vs MHELX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | IAAAX vs BLNDX |
Lowest Volatility Alternatives to IAAAX
IAAAX has 12.99% 1-year volatility. There are 511 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | IAAAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | IAAAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | IAAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | IAAAX vs CSTAX |
Lowest Drawdown Alternatives to IAAAX
IAAAX has a 1-year max drawdown of -9.85%. There are 512 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | IAAAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | IAAAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | IAAAX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | IAAAX vs FSIRX |
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 | 31 | 10.15% | — | Nov 2009 | IAAAX vs TADAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | IAAAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | IAAAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | IAAAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | IAAAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | IAAAX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 30 | 7.56% | — | Sep 2000 | IAAAX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 54 | 5.47% | — | Feb 2002 | IAAAX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 11.96% | — | Dec 1992 | IAAAX vs TSWIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 82 | 20.12% | — | Jan 2003 | IAAAX vs TSLTX |
Often Compared With IAAAX
Investors most often compare IAAAX with VOYA, IEMS.L, VFIAX. These 20 comparison targets span 15 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