Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) 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 IMOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IMOAX
IMOAX charges 0.47% annually. There are 174 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 | IMOAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IMOAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IMOAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | IMOAX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | IMOAX vs VTMFX |
Best Risk-Adjusted Alternatives to IMOAX
IMOAX has a PortfoliosLab risk / return rank of 52. There are 368 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 | IMOAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IMOAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IMOAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | IMOAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | IMOAX vs FSRRX |
Top Performing IMOAX Alternatives (YTD)
IMOAX is at 4.82% YTD. There are 369 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | IMOAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | IMOAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | IMOAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | IMOAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | IMOAX vs BRUFX |
Lowest Volatility Alternatives to IMOAX
IMOAX has 8.31% 1-year volatility. There are 225 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 | IMOAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | IMOAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | IMOAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | IMOAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IMOAX vs CSTAX |
Lowest Drawdown Alternatives to IMOAX
IMOAX has a 1-year max drawdown of -6.18%. There are 253 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 | IMOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IMOAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IMOAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IMOAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IMOAX vs CSTAX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 13 | 1.72% | — | Nov 2009 | IMOAX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 56 | 9.70% | — | Feb 2002 | IMOAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 35 | 11.23% | — | Jan 2013 | IMOAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.53% | — | Mar 1999 | IMOAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 6.80% | — | Feb 2002 | IMOAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 89 | 1.48% | — | Jul 2013 | IMOAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 4.59% | — | Aug 2011 | IMOAX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 78 | 16.49% | — | Dec 1992 | IMOAX vs TSWIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 93 | 25.34% | — | Jan 2003 | IMOAX vs TSLTX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 67 | 12.17% | — | Sep 2000 | IMOAX vs TLOFX |
Often Compared With IMOAX
Investors most often compare IMOAX with VFIAX, VTIVX, TMLPX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare IMOAX with Any Fund or Stock
Compare IMOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IMOAX with funds that move differently
Transamerica Asset Allocation Moderate Portfolio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IMOAX.
Explore IMOAX Diversifiers