ITIOX Alternatives & Similar Mutual Funds

Transamerica Inflation Opportunities Fund (ITIOX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ITIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ITIOX

ITIOX charges 0.65% annually. There are 43 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	ITIOX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	ITIOX vs VTSPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	ITIOX vs FIPDX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	ITIOX vs FFNYX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	—	Mar 2006	ITIOX vs SWRSX

Best Risk-Adjusted Alternatives to ITIOX

ITIOX has a PortfoliosLab risk / return rank of 41. There are 22 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	94	—	Oct 2012	ITIOX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	94	68.50B	Oct 2012	ITIOX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	93	—	Oct 2012	ITIOX vs VTIPX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	93	—	Jan 2022	ITIOX vs FSTZX
IPBAX	Allspring Real Return Fund	91	—	Feb 2003	ITIOX vs IPBAX

Top Performing ITIOX Alternatives (YTD)

ITIOX is at 1.51% YTD. There are 42 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 15.33%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	15.33%	—	Feb 2003	ITIOX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	8.10%	—	Jul 2011	ITIOX vs SEIAX
DFAAX	DFA Global Core Plus Real Return Portfolio	3.06%	—	May 2021	ITIOX vs DFAAX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	2.43%	—	Apr 2007	ITIOX vs IBRIX
VCTPX	VALIC Company I Inflation Protected Fund	2.23%	—	Dec 2004	ITIOX vs VCTPX

Lowest Volatility Alternatives to ITIOX

ITIOX has 2.91% 1-year volatility. There are 20 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.50%	—	Mar 2010	ITIOX vs EARRX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.51%	—	Oct 2012	ITIOX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.52%	68.50B	Oct 2012	ITIOX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.52%	—	Oct 2012	ITIOX vs VTSPX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.55%	—	Mar 2010	ITIOX vs EIRRX

Lowest Drawdown Alternatives to ITIOX

ITIOX has a 1-year max drawdown of -1.79%. There are 18 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	-0.70%	—	Jan 2022	ITIOX vs FSTZX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	68.50B	Oct 2012	ITIOX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	ITIOX vs VTSPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	ITIOX vs VTIPX
APOIX	American Century Short Duration Inflation Protecti...	-0.76%	1.19B	May 2005	ITIOX vs APOIX

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
TADAX	Transamerica US Growth	Large Cap Growth Equities	31	10.15%	—	Nov 2009	ITIOX vs TADAX
IAAAX	Transamerica Asset Allocation Growth Portfolio Fun...	Diversified Portfolio	53	10.35%	—	Feb 2002	ITIOX vs IAAAX
TISVX	Transamerica International Small Cap Value	Foreign Small & Mid Cap Equities	18	9.29%	—	Jan 2013	ITIOX vs TISVX
IALAX	Transamerica Capital Growth Fund	Large Cap Growth Equities	4	0.98%	—	Mar 1999	ITIOX vs IALAX
IMLAX	Transamerica Asset Allocation Moderate Growth Port...	Diversified Portfolio	54	7.58%	—	Feb 2002	ITIOX vs IMLAX
THYIX	Transamerica High Yield Muni	High Yield Muni	62	2.46%	—	Jul 2013	ITIOX vs THYIX
EMTIX	Transamerica Emerging Markets Debt Fund	Emerging Markets Bonds	87	4.79%	—	Aug 2011	ITIOX vs EMTIX
TLOFX	Transamerica Large Value Opportunities	Large Cap Value Equities	31	7.78%	—	Sep 2000	ITIOX vs TLOFX
IMOAX	Transamerica Asset Allocation Moderate Portfolio F...	Diversified Portfolio	55	5.63%	—	Feb 2002	ITIOX vs IMOAX
TSWIX	Transamerica International Equity	Foreign Large Cap Equities	35	12.64%	—	Dec 1992	ITIOX vs TSWIX

Often Compared With ITIOX

Investors most often compare ITIOX with TSLTX, FSPWX, IIVAX. These 3 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TSLTX	Transamerica Small Cap Value	Small Cap Value Equities	86	21.86%	—	Jan 2003	ITIOX vs TSLTX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	36	1.83%	—	Aug 2024	ITIOX vs FSPWX
IIVAX	Transamerica Small/Mid Cap Value Fund	Mid Cap Value Equities	45	10.90%	—	Apr 2001	ITIOX vs IIVAX

Compare ITIOX with Any Fund or Stock

Compare ITIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair ITIOX with funds that move differently

Transamerica Inflation Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITIOX.

Explore ITIOX Diversifiers

Transamerica Inflation Opportunities Fund (ITIOX) Alternatives