Transamerica Balanced II (TBLRX) 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 TBLRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLRX
TBLRX charges 1.07% annually. There are 439 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 | TBLRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TBLRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TBLRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TBLRX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TBLRX vs VTMFX |
Best Risk-Adjusted Alternatives to TBLRX
TBLRX has a PortfoliosLab risk / return rank of 43. There are 397 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 | TBLRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TBLRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TBLRX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | TBLRX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | TBLRX vs AOBLX |
Top Performing TBLRX Alternatives (YTD)
TBLRX is at 3.15% YTD. There are 458 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | TBLRX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | TBLRX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | TBLRX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | TBLRX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | TBLRX vs IOEZX |
Lowest Volatility Alternatives to TBLRX
TBLRX has 8.11% 1-year volatility. There are 214 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 | TBLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | TBLRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | TBLRX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TBLRX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | TBLRX vs CSTAX |
Lowest Drawdown Alternatives to TBLRX
TBLRX has a 1-year max drawdown of -6.11%. There are 241 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 | TBLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TBLRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TBLRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TBLRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TBLRX 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 | 17 | 3.51% | — | Nov 2009 | TBLRX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 42 | 7.51% | — | Feb 2002 | TBLRX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 21 | 9.46% | — | Jan 2013 | TBLRX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.08% | — | Mar 1999 | TBLRX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 43 | 5.60% | — | Feb 2002 | TBLRX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 65 | 2.46% | — | Jul 2013 | TBLRX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 75 | 3.33% | — | Aug 2011 | TBLRX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 38 | 10.47% | — | Dec 1992 | TBLRX vs TSWIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 44 | 4.18% | — | Feb 2002 | TBLRX vs IMOAX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 35 | 7.67% | — | Sep 2000 | TBLRX vs TLOFX |
Often Compared With TBLRX
Investors most often compare TBLRX with SPY, VIG, FSRRX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TBLRX with Any Fund or Stock
Compare TBLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLRX with funds that move differently
Transamerica Balanced II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLRX.
Explore TBLRX Diversifiers