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 | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | ITIOX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | ITIOX vs VTSPX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | ITIOX vs SWRSX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | ITIOX vs FIPDX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | 0.05% | — | Aug 2024 | ITIOX vs FSPWX |
Best Risk-Adjusted Alternatives to ITIOX
ITIOX has a PortfoliosLab risk / return rank of 24. There are 22 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 88 | — | Feb 2003 | ITIOX vs IPBAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 85 | — | Oct 2012 | ITIOX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 84 | — | Oct 2012 | ITIOX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 84 | 70.50B | Oct 2012 | ITIOX vs VTAPX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 80 | — | Jan 2022 | ITIOX vs FSTZX |
Top Performing ITIOX Alternatives (YTD)
ITIOX is at 0.79% YTD. There are 22 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 12.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 12.96% | — | Feb 2003 | ITIOX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 5.53% | — | Jul 2011 | ITIOX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.44% | — | May 2021 | ITIOX vs DFAAX | |
| VALIC Company I Inflation Protected Fund | 1.65% | — | Dec 2004 | ITIOX vs VCTPX | |
| VY BlackRock Inflation Protected Bond Portfolio | 1.55% | — | Apr 2007 | ITIOX vs IBRIX |
Lowest Volatility Alternatives to ITIOX
ITIOX has 2.92% 1-year volatility. There are 20 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 1.56% | — | Oct 2012 | ITIOX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | — | Oct 2012 | ITIOX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | 70.50B | Oct 2012 | ITIOX vs VTAPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.63% | — | Mar 2010 | ITIOX vs EARRX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.64% | — | 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 | |
|---|---|---|---|---|---|
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | -0.70% | — | Jan 2022 | ITIOX vs FSTZX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | ITIOX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | — | Oct 2012 | ITIOX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | 70.50B | Oct 2012 | ITIOX vs VTAPX | |
| American Century Short Duration Inflation Protecti... | -0.82% | 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 | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 22 | 5.83% | — | Nov 2009 | ITIOX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 50 | 9.34% | — | Feb 2002 | ITIOX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 28 | 12.25% | — | Jan 2013 | ITIOX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -6.69% | — | Mar 1999 | ITIOX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 51 | 6.87% | — | Feb 2002 | ITIOX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 64 | 2.46% | — | Jul 2013 | ITIOX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 5.20% | — | Aug 2011 | ITIOX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 43 | 12.68% | — | Dec 1992 | ITIOX vs TSWIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 50 | 5.06% | — | Feb 2002 | ITIOX vs IMOAX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 39 | 8.35% | — | Sep 2000 | ITIOX vs TLOFX |
Often Compared With ITIOX
Investors most often compare ITIOX with FFNYX, TSLTX, IIVAX. These 3 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | Inflation-Protected Bonds | — | — | — | Nov 2025 | ITIOX vs FFNYX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 91 | 25.53% | — | Jan 2003 | ITIOX vs TSLTX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 41 | 10.39% | — | 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.
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