Timothy Plan Aggressive Growth Fund (TAAGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TAAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TAAGX
TAAGX charges 1.61% annually. There are 153 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | TAAGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | TAAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | TAAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | TAAGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | TAAGX vs VMFGX |
Best Risk-Adjusted Alternatives to TAAGX
TAAGX has a PortfoliosLab risk / return rank of 92. There is 1 mutual fund in the Mid Cap Growth Equities category with a higher risk-adjusted rank, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | TAAGX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | TAAGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | TAAGX vs VHCOX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | TAAGX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | TAAGX vs MGOYX |
Top Performing TAAGX Alternatives (YTD)
TAAGX is at 42.04% YTD. There are 2 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | TAAGX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | TAAGX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | TAAGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | TAAGX vs OEGYX | |
| Invesco Discovery Mid Cap Growth Fund Class A | 28.34% | — | Nov 2000 | TAAGX vs OEGAX |
Lowest Volatility Alternatives to TAAGX
TAAGX has 22.32% 1-year volatility. There are 140 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | TAAGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | TAAGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | TAAGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | TAAGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | TAAGX vs RIPIX |
Lowest Drawdown Alternatives to TAAGX
TAAGX has a 1-year max drawdown of -9.26%. There are 5 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | TAAGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | TAAGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | TAAGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | TAAGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | TAAGX vs SECUX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TLVAX, TPDAX, TLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 14 | 8.25% | — | Jul 1999 | TAAGX vs TLVAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 43 | 7.60% | — | Nov 2009 | TAAGX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 57 | 20.96% | — | Oct 2000 | TAAGX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 23 | 14.29% | — | Mar 1994 | TAAGX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 49 | 14.20% | — | May 2007 | TAAGX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 35 | 5.16% | — | Oct 2000 | TAAGX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 38 | 7.89% | — | Oct 2000 | TAAGX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 18 | 0.19% | — | Jul 1999 | TAAGX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 67 | 1.87% | — | May 2007 | TAAGX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 27 | 4.65% | — | Sep 2013 | TAAGX vs TIGIX |
Often Compared With TAAGX
Investors most often compare TAAGX with ISMD, BUG, SPY. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare TAAGX with Any Fund or Stock
Compare TAAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TAAGX with funds that move differently
Timothy Plan Aggressive Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAAGX.
Explore TAAGX Diversifiers