Transamerica Balanced II (TBLRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TBLRX
TBLRX charges 1.07% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TBLRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TBLRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TBLRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TBLRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TBLRX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TBLRX vs FYMIX |
Best Risk-Adjusted Alternatives to TBLRX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TBLRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TBLRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TBLRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TBLRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TBLRX vs PMAIX |
Top Performing TBLRX Alternatives (YTD)
TBLRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TBLRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TBLRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TBLRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TBLRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TBLRX vs CONWX |
Lowest Volatility Alternatives to TBLRX
TBLRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TBLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TBLRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TBLRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TBLRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TBLRX vs SICIX |
Lowest Drawdown Alternatives to TBLRX
TBLRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TBLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TBLRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TBLRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TBLRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TBLRX vs SICIX |
Other Mutual Funds from Transamerica
Most popular Transamerica mutual funds on PortfoliosLab, across asset classes.
Often Compared With TBLRX
What investors most often compare with TBLRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TBLRX vs SPY | |
| Vanguard Dividend Appreciation ETF | Dividend | 55 | -1.77% | Dec 19, 2013 | TBLRX vs VIG |
Compare TBLRX with Any Fund or Stock
Compare TBLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.