Transamerica Asset Allocation Long Horizon (TALFX) 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 TALFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TALFX
TALFX 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 | TALFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TALFX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TALFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TALFX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TALFX vs VTMFX |
Best Risk-Adjusted Alternatives to TALFX
TALFX has a PortfoliosLab risk / return rank of 32. There are 475 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 | TALFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TALFX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TALFX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | TALFX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | TALFX vs AYBLX |
Top Performing TALFX Alternatives (YTD)
TALFX is at 8.48% YTD. There are 167 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | TALFX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | TALFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | TALFX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | TALFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | TALFX vs TIBIX |
Lowest Volatility Alternatives to TALFX
TALFX has 12.71% 1-year volatility. There are 494 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | TALFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | TALFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TALFX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TALFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TALFX vs CSTAX |
Lowest Drawdown Alternatives to TALFX
TALFX has a 1-year max drawdown of -8.91%. There are 482 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 | TALFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TALFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TALFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TALFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TALFX 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 | 18 | 6.51% | — | Nov 2009 | TALFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 54 | 10.47% | — | Feb 2002 | TALFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 29 | 12.31% | — | Jan 2013 | TALFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -3.04% | — | Mar 1999 | TALFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 55 | 7.58% | — | Feb 2002 | TALFX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 90 | 2.85% | — | Jul 2013 | TALFX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 89 | 5.33% | — | Aug 2011 | TALFX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 57 | 14.21% | — | Dec 1992 | TALFX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 53 | 10.23% | — | Sep 2000 | TALFX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.55% | — | Feb 2002 | TALFX vs IMOAX |
Often Compared With TALFX
Investors most often compare TALFX with BLNDX, FIQDX, IIVAX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TALFX with Any Fund or Stock
Compare TALFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TALFX with funds that move differently
Transamerica Asset Allocation Long Horizon alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TALFX.
Explore TALFX Diversifiers