Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IMOAX
IMOAX charges 0.47% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IMOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IMOAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IMOAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IMOAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IMOAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | IMOAX vs MAANX |
Best Risk-Adjusted Alternatives to IMOAX
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 | IMOAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IMOAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IMOAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IMOAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IMOAX vs PMAIX |
Top Performing IMOAX Alternatives (YTD)
IMOAX 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 | IMOAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IMOAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | IMOAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IMOAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IMOAX vs CONWX |
Lowest Volatility Alternatives to IMOAX
IMOAX 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 | IMOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IMOAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IMOAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IMOAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IMOAX vs SICIX |
Lowest Drawdown Alternatives to IMOAX
IMOAX 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 | IMOAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IMOAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IMOAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IMOAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IMOAX vs SICIX |
Other Mutual Funds from Transamerica
Most popular Transamerica mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 26 | -13.15% | Nov 13, 2009 | IMOAX vs TADAX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 10 | -18.81% | Mar 1, 1999 | IMOAX vs IALAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 62 | -1.65% | Jan 3, 2013 | IMOAX vs TISVX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 48 | -6.33% | Feb 28, 2002 | IMOAX vs IAAAX | |
| Transamerica High Yield Muni | High Yield Muni | 18 | -0.37% | Jul 30, 2013 | IMOAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 92 | -1.26% | Aug 30, 2011 | IMOAX vs EMTIX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 55 | -4.68% | Feb 28, 2002 | IMOAX vs IMLAX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 16 | -2.67% | Sep 11, 2000 | IMOAX vs TLOFX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 33 | 0.78% | Apr 2, 2001 | IMOAX vs IIVAX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 69 | 4.45% | Jan 23, 2003 | IMOAX vs TSLTX |
Often Compared With IMOAX
What investors most often compare with IMOAX, 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.