Tarkio Fund (TARKX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TARKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TARKX
TARKX charges 1.00% annually. There are 79 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | TARKX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | TARKX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | TARKX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | TARKX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | TARKX vs SWMCX |
Best Risk-Adjusted Alternatives to TARKX
TARKX has a PortfoliosLab risk / return rank of 68. There are 13 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | TARKX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | TARKX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | TARKX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | TARKX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | TARKX vs VSEQX |
Top Performing TARKX Alternatives (YTD)
TARKX is at 24.74% YTD. There are 5 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | TARKX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | TARKX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | TARKX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | TARKX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | TARKX vs BIGTX |
Lowest Volatility Alternatives to TARKX
TARKX has 27.50% 1-year volatility. There are 128 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | TARKX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | TARKX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | TARKX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | TARKX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | TARKX vs BTMFX |
Lowest Drawdown Alternatives to TARKX
TARKX has a 1-year max drawdown of -16.99%. There are 125 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | TARKX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | TARKX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | TARKX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | TARKX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | TARKX vs FTSIX |
Often Compared With TARKX
Investors most often compare TARKX with ETSY, AAPL, COST. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TARKX with Any Fund or Stock
Compare TARKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TARKX with funds that move differently
Tarkio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TARKX.
Explore TARKX Diversifiers