Thrivent Moderately Conservative Allocation Fund (TCAAX) 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 TCAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TCAAX
TCAAX charges 0.82% annually. There are 349 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 | TCAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TCAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TCAAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TCAAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TCAAX vs BWBIX |
Best Risk-Adjusted Alternatives to TCAAX
TCAAX has a PortfoliosLab risk / return rank of 60. There are 300 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 | TCAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TCAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TCAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TCAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TCAAX vs FSRRX |
Top Performing TCAAX Alternatives (YTD)
TCAAX is at 4.34% YTD. There are 407 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | TCAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TCAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TCAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TCAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TCAAX vs BRUFX |
Lowest Volatility Alternatives to TCAAX
TCAAX has 6.73% 1-year volatility. There are 147 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TCAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TCAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TCAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TCAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TCAAX vs CSTAX |
Lowest Drawdown Alternatives to TCAAX
TCAAX has a 1-year max drawdown of -5.04%. There are 135 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 | TCAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TCAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TCAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TCAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TCAAX vs CSTAX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, AAINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 12 | 0.39% | — | Oct 1999 | TCAAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 42 | 15.40% | — | Jul 1996 | TCAAX vs TSCSX | |
| Thrivent Opportunity Income Plus Fund | Multisector Bonds | 70 | 0.90% | — | Jul 1987 | TCAAX vs AAINX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 62 | 17.80% | — | Jun 1993 | TCAAX vs AASCX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 63 | 17.94% | — | Jun 1993 | TCAAX vs TMSIX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 65 | 4.65% | — | Dec 1997 | TCAAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 74 | 3.01% | — | Jan 1997 | TCAAX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 62 | 10.02% | — | Jul 1987 | TCAAX vs AALGX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 59 | 8.04% | — | Jun 2005 | TCAAX vs TMAAX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 57 | 9.64% | — | Jun 2005 | TCAAX vs TAAAX |
Often Compared With TCAAX
Investors most often compare TCAAX with MACIX, BERIX, CONWX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TCAAX with Any Fund or Stock
Compare TCAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TCAAX with funds that move differently
Thrivent Moderately Conservative Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCAAX.
Explore TCAAX Diversifiers