Thrivent Aggressive Allocation Fund (TAAAX) 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 TAAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TAAAX
TAAAX charges 0.93% annually. There are 382 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 | TAAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TAAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TAAAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TAAAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TAAAX vs FYMIX |
Best Risk-Adjusted Alternatives to TAAAX
TAAAX has a PortfoliosLab risk / return rank of 57. There are 330 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 | TAAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TAAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TAAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TAAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TAAAX vs FSRRX |
Top Performing TAAAX Alternatives (YTD)
TAAAX is at 9.64% YTD. There are 84 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 | TAAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TAAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TAAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TAAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TAAAX vs BRUFX |
Lowest Volatility Alternatives to TAAAX
TAAAX has 12.66% 1-year volatility. There are 479 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 | TAAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TAAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TAAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TAAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TAAAX vs CSTAX |
Lowest Drawdown Alternatives to TAAAX
TAAAX has a 1-year max drawdown of -8.63%. There are 468 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 | TAAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TAAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TAAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TAAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TAAAX vs CSTAX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, AAINX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 12 | 0.39% | — | Oct 1999 | TAAAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 42 | 15.40% | — | Jul 1996 | TAAAX vs TSCSX | |
| Thrivent Opportunity Income Plus Fund | Multisector Bonds | 70 | 0.90% | — | Jul 1987 | TAAAX vs AAINX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 62 | 17.80% | — | Jun 1993 | TAAAX vs AASCX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 63 | 17.94% | — | Jun 1993 | TAAAX vs TMSIX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 65 | 4.65% | — | Dec 1997 | TAAAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 74 | 3.01% | — | Jan 1997 | TAAAX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 62 | 10.02% | — | Jul 1987 | TAAAX vs AALGX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 59 | 8.04% | — | Jun 2005 | TAAAX vs TMAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 89 | 14.31% | — | Oct 1999 | TAAAX vs AAUTX |
Often Compared With TAAAX
Investors most often compare TAAAX with SPYG, TCAAX, THMAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TAAAX with Any Fund or Stock
Compare TAAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TAAAX with funds that move differently
Thrivent Aggressive Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAAAX.
Explore TAAAX Diversifiers