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 80 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% | 218.80B | Dec 2010 | TARKX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | TARKX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | TARKX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | TARKX vs VEMPX |
Best Risk-Adjusted Alternatives to TARKX
TARKX has a PortfoliosLab risk / return rank of 56. There are 35 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | TARKX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | TARKX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | TARKX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | TARKX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | TARKX vs FZAMX |
Top Performing TARKX Alternatives (YTD)
TARKX is at 21.55% YTD. There are 12 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | TARKX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | TARKX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | TARKX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | TARKX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | TARKX vs FZAMX |
Lowest Volatility Alternatives to TARKX
TARKX has 28.94% 1-year volatility. There are 129 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | TARKX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | TARKX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | TARKX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | TARKX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | TARKX vs RSINX |
Lowest Drawdown Alternatives to TARKX
TARKX has a 1-year max drawdown of -16.99%. There are 126 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | TARKX vs DNLDX |
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