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 113 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TAAFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TAAFX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TAAFX vs VTMFX |
Best Risk-Adjusted Alternatives to TAAFX
TAAFX has a PortfoliosLab risk / return rank of 29. There are 469 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 | 97 | — | Dec 2002 | TAAFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TAAFX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 92 | — | Sep 2003 | TAAFX vs FMUAX | |
| Davis Appreciation & Income Fund | 92 | — | Apr 1992 | TAAFX vs RPFCX |
Top Performing TAAFX Alternatives (YTD)
TAAFX is at 4.22% YTD. There are 422 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 27.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 27.80% | — | Jan 1998 | TAAFX vs EKBAX | |
| ICON Equity Income Fund | 20.37% | — | May 2004 | TAAFX vs IOEZX | |
| Greenspring Fund | 18.32% | — | Jun 1983 | TAAFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.24% | — | Aug 1998 | TAAFX vs MHELX | |
| Bruce Fund | 16.54% | — | Mar 1968 | TAAFX vs BRUFX |
Lowest Volatility Alternatives to TAAFX
TAAFX has 8.10% 1-year volatility. There are 216 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | TAAFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TAAFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TAAFX vs SCLAX | |
| Ave Maria Bond Fund | 2.96% | — | Apr 2003 | TAAFX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | TAAFX vs CSTAX |
Lowest Drawdown Alternatives to TAAFX
TAAFX has a 1-year max drawdown of -6.04%. There are 235 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TAAFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TAAFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TAAFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TAAFX vs CSTAX |
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 | 12 | 3.10% | — | Nov 2009 | TAAFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 41 | 8.75% | — | Feb 2002 | TAAFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 21 | 10.20% | — | Jan 2013 | TAAFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 2 | -5.33% | — | Mar 1999 | TAAFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 43 | 6.38% | — | Feb 2002 | TAAFX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 92 | 2.56% | — | Jul 2013 | TAAFX vs THYIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 52 | 12.92% | — | Dec 1992 | TAAFX vs TSWIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.91% | — | Aug 2011 | TAAFX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 46 | 10.00% | — | Sep 2000 | TAAFX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 44 | 4.66% | — | Feb 2002 | TAAFX vs IMOAX |
Often Compared With TAAFX
Investors most often compare TAAFX with BLNDX, FIQDX, FYMIX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
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