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 a closer substitute for your current allocation.
Cheapest Alternatives to ICLAX
ICLAX charges 0.47% annually. There are 175 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 | ICLAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ICLAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ICLAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ICLAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ICLAX vs BWBIX |
Best Risk-Adjusted Alternatives to ICLAX
ICLAX has a PortfoliosLab risk / return rank of 45. There are 420 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 | ICLAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ICLAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ICLAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | ICLAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ICLAX vs AYBLX |
Top Performing ICLAX Alternatives (YTD)
ICLAX is at 3.51% YTD. There are 489 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | ICLAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | ICLAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | ICLAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | ICLAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | ICLAX vs TIBIX |
Lowest Volatility Alternatives to ICLAX
ICLAX has 6.50% 1-year volatility. There are 142 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ICLAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ICLAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ICLAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ICLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ICLAX vs CSTAX |
Lowest Drawdown Alternatives to ICLAX
ICLAX has a 1-year max drawdown of -5.63%. There are 184 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 | ICLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ICLAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ICLAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ICLAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ICLAX vs CSTAX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 18 | 6.51% | — | Nov 2009 | ICLAX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 54 | 10.47% | — | Feb 2002 | ICLAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 29 | 12.31% | — | Jan 2013 | ICLAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -3.04% | — | Mar 1999 | ICLAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 55 | 7.58% | — | Feb 2002 | ICLAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 90 | 2.85% | — | Jul 2013 | ICLAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 89 | 5.33% | — | Aug 2011 | ICLAX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 57 | 14.21% | — | Dec 1992 | ICLAX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 53 | 10.23% | — | Sep 2000 | ICLAX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.55% | — | Feb 2002 | ICLAX vs IMOAX |
Often Compared With ICLAX
Investors most often compare ICLAX with BINC, AMECX, IIVAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ICLAX with Any Fund or Stock
Compare ICLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICLAX with funds that move differently
Transamerica Asset Allocation Conservative Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICLAX.
Explore ICLAX Diversifiers