Transamerica Asset Allocation Conservative Portfolio (ICLAX) Alternatives
Transamerica Asset Allocation Conservative Portfolio (ICLAX) 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 ICLAX. 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 ICLAX
ICLAX charges 0.47% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ICLAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ICLAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ICLAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ICLAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ICLAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ICLAX vs MAANX |
Best Risk-Adjusted Alternatives to ICLAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ICLAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ICLAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ICLAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ICLAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ICLAX vs PMAIX |
Top Performing ICLAX Alternatives (YTD)
ICLAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ICLAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ICLAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ICLAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ICLAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ICLAX vs CONWX |
Lowest Volatility Alternatives to ICLAX
ICLAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ICLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ICLAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ICLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ICLAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ICLAX vs SICIX |
Lowest Drawdown Alternatives to ICLAX
ICLAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ICLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ICLAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ICLAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ICLAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ICLAX vs SICIX |
Other Mutual Funds from Transamerica
Most popular Transamerica mutual funds on PortfoliosLab, across asset classes.
Often Compared With ICLAX
What investors most often compare with ICLAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Flexible Income Active ETF | Multisector Bonds | 84 | -0.78% | May 19, 2023 | ICLAX vs BINC | |
| American Funds The Income Fund of America Class A | Diversified Portfolio, Dividend, Actively Managed | 81 | 1.48% | Dec 1, 1973 | ICLAX vs AMECX |
Compare ICLAX with Any Fund or Stock
Compare ICLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.