Transamerica Bond (IDITX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IDITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IDITX
IDITX charges 0.88% annually. There are 107 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | IDITX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | IDITX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | IDITX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | IDITX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | IDITX vs BCOIX |
Best Risk-Adjusted Alternatives to IDITX
IDITX has a PortfoliosLab risk / return rank of 25. There are 85 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | IDITX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | IDITX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | IDITX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | IDITX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | IDITX vs GUGAX |
Top Performing IDITX Alternatives (YTD)
IDITX is at 0.47% YTD. There are 67 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | IDITX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | IDITX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | IDITX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | IDITX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | IDITX vs SEATX |
Lowest Volatility Alternatives to IDITX
IDITX has 3.82% 1-year volatility. There are 48 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | IDITX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | IDITX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | IDITX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | IDITX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | IDITX vs LCTIX |
Lowest Drawdown Alternatives to IDITX
IDITX has a 1-year max drawdown of -3.04%. There are 76 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | IDITX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | IDITX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | IDITX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | IDITX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | IDITX vs LCTIX |
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 | 31 | 10.15% | — | Nov 2009 | IDITX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | IDITX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | IDITX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | IDITX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | IDITX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | IDITX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | IDITX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | IDITX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | IDITX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | IDITX vs TSWIX |
Often Compared With IDITX
Investors most often compare IDITX with VOO, IIVAX, LMSMX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | IDITX vs VOO | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | IDITX vs IIVAX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 43 | 1.11% | — | Dec 2006 | IDITX vs LMSMX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | IDITX vs TSLTX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 37 | 0.46% | — | Jun 2018 | IDITX vs MWIGX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | 0.16% | — | Dec 2007 | IDITX vs BCPIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 38 | 1.25% | — | Jun 1993 | IDITX vs TGLMX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 36 | 0.68% | — | Nov 2018 | IDITX vs TGRNX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 27 | 1.96% | — | Jul 2015 | IDITX vs TNUIX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.11% | — | Apr 2021 | IDITX vs NPCT |
Compare IDITX with Any Fund or Stock
Compare IDITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IDITX with funds that move differently
Transamerica Bond alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IDITX.
Explore IDITX Diversifiers