Thrivent Aggressive Allocation Fund (TAAAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TAAAX
TAAAX charges 0.93% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TAAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TAAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TAAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TAAAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TAAAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TAAAX vs BWBIX |
Best Risk-Adjusted Alternatives to TAAAX
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 | TAAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TAAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TAAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TAAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TAAAX vs PMAIX |
Top Performing TAAAX Alternatives (YTD)
TAAAX 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 | TAAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TAAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TAAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TAAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TAAAX vs CONWX |
Lowest Volatility Alternatives to TAAAX
TAAAX 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 | TAAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TAAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TAAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TAAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TAAAX vs SICIX |
Lowest Drawdown Alternatives to TAAAX
TAAAX 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 | TAAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TAAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TAAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TAAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TAAAX vs SICIX |
Other Mutual Funds from Thrivent
Most popular Thrivent mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 20 | -13.84% | Oct 29, 1999 | TAAAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 19 | -3.28% | Jul 1, 1996 | TAAAX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 14 | -2.40% | Jun 30, 1993 | TAAAX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 13 | -2.46% | Jun 30, 1993 | TAAAX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 72 | -2.16% | Dec 28, 1997 | TAAAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 83 | -1.10% | Jan 7, 1997 | TAAAX vs AAHYX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 51 | -4.21% | Jun 30, 2005 | TAAAX vs TMAAX | |
| Thrivent Global Stock Fund | Global Equities | 55 | -4.42% | Jul 15, 1987 | TAAAX vs AALGX | |
| Thrivent Moderate Allocation Fund | Diversified Portfolio | 55 | -3.82% | Jun 29, 2005 | TAAAX vs THMAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 68 | 0.62% | Oct 29, 1999 | TAAAX vs AAUTX |
Often Compared With TAAAX
What investors most often compare with TAAAX, 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.