Timothy Plan Aggressive Growth Fund (TAAGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TAAGX
TAAGX charges 1.61% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among TAAGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | TAAGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | TAAGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | TAAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | TAAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | TAAGX vs VMGMX |
Best Risk-Adjusted Alternatives to TAAGX
Among mutual funds in the Mid Cap Growth Equities 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 | |
|---|---|---|---|---|
| Needham Growth Fund | 79 | Jan 2, 1996 | TAAGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | TAAGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | TAAGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | TAAGX vs BFGIX | |
| Baron Focused Growth Fund | 71 | Jun 30, 2008 | TAAGX vs BFGFX |
Top Performing TAAGX Alternatives (YTD)
TAAGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | TAAGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | TAAGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | TAAGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | TAAGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | TAAGX vs NEEGX |
Lowest Volatility Alternatives to TAAGX
TAAGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | TAAGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | TAAGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | TAAGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | TAAGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | TAAGX vs VSNGX |
Lowest Drawdown Alternatives to TAAGX
TAAGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | TAAGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | TAAGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | TAAGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | TAAGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | TAAGX vs VLEQX |
Other Mutual Funds from Timothy Plan
Most popular Timothy Plan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 21 | 1.75% | Jul 14, 1999 | TAAGX vs TLVAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TAAGX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 42 | -3.15% | Oct 5, 2000 | TAAGX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 16 | 1.49% | Mar 24, 1994 | TAAGX vs TPLNX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 39 | 3.47% | Sep 30, 2013 | TAAGX vs TIGIX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 50 | -0.09% | Oct 4, 2000 | TAAGX vs TCGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 56 | -3.03% | May 3, 2007 | TAAGX vs TPIAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 40 | -0.36% | Jul 14, 1999 | TAAGX vs TFIAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 49 | 0.19% | Oct 4, 2000 | TAAGX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 82 | -1.27% | May 7, 2007 | TAAGX vs TPHAX |
Often Compared With TAAGX
What investors most often compare with TAAGX, based on PortfoliosLab usage data.
Compare TAAGX with Any Fund or Stock
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