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 440 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TBLRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TBLRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TBLRX vs BWBIX |
Best Risk-Adjusted Alternatives to TBLRX
TBLRX has a PortfoliosLab risk / return rank of 50. There are 395 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 | 97 | — | Dec 2009 | TBLRX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | TBLRX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | TBLRX vs AYBLX |
Top Performing TBLRX Alternatives (YTD)
TBLRX is at 5.31% YTD. There are 379 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 | TBLRX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | TBLRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | TBLRX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | TBLRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | TBLRX vs TIBIX |
Lowest Volatility Alternatives to TBLRX
TBLRX has 8.00% 1-year volatility. There are 211 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 Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | TBLRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TBLRX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TBLRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TBLRX vs CSTAX |
Lowest Drawdown Alternatives to TBLRX
TBLRX has a 1-year max drawdown of -6.11%. There are 242 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 | 18 | 6.51% | — | Nov 2009 | TBLRX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 54 | 10.47% | — | Feb 2002 | TBLRX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 29 | 12.31% | — | Jan 2013 | TBLRX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -3.04% | — | Mar 1999 | TBLRX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 55 | 7.58% | — | Feb 2002 | TBLRX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 90 | 2.85% | — | Jul 2013 | TBLRX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 89 | 5.33% | — | Aug 2011 | TBLRX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 57 | 14.21% | — | Dec 1992 | TBLRX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 53 | 10.23% | — | Sep 2000 | TBLRX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.55% | — | Feb 2002 | TBLRX vs IMOAX |
Often Compared With TBLRX
Investors most often compare TBLRX with SPY, VIG, IIVAX. These 20 comparison targets span 6 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