Transamerica Asset Allocation Intermediate Horizon (TAAFX) 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 TAAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TAAFX
TAAFX charges 0.35% annually. There are 110 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 | TAAFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TAAFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TAAFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TAAFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TAAFX vs FYMIX |
Best Risk-Adjusted Alternatives to TAAFX
TAAFX has a PortfoliosLab risk / return rank of 38. There are 462 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 | TAAFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TAAFX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | TAAFX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TAAFX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | TAAFX vs FSRKX |
Top Performing TAAFX Alternatives (YTD)
TAAFX is at 5.26% YTD. There are 369 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | TAAFX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | TAAFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | TAAFX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | TAAFX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | TAAFX vs DGIFX |
Lowest Volatility Alternatives to TAAFX
TAAFX has 7.72% 1-year volatility. There are 220 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 | TAAFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | TAAFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TAAFX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | TAAFX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | TAAFX vs CSTAX |
Lowest Drawdown Alternatives to TAAFX
TAAFX has a 1-year max drawdown of -5.74%. There are 202 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 | TAAFX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TAAFX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TAAFX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TAAFX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | TAAFX vs FSIRX |
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 | 31 | 10.15% | — | Nov 2009 | TAAFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | TAAFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | TAAFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | TAAFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | TAAFX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | TAAFX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | TAAFX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | TAAFX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | TAAFX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | TAAFX vs TSWIX |
Often Compared With TAAFX
Investors most often compare TAAFX with BLNDX, IIVAX, TSLTX. These 4 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | TAAFX vs BLNDX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | TAAFX vs IIVAX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | TAAFX vs TSLTX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | TAAFX vs FSRRX |
Compare TAAFX with Any Fund or Stock
Compare TAAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TAAFX with funds that move differently
Transamerica Asset Allocation Intermediate Horizon alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAAFX.
Explore TAAFX Diversifiers