Thrivent Moderately Conservative Allocation Fund (TCAAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TCAAX
TCAAX charges 0.82% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TCAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TCAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TCAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TCAAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TCAAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | TCAAX vs MAANX |
Best Risk-Adjusted Alternatives to TCAAX
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 | TCAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TCAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TCAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TCAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TCAAX vs PMAIX |
Top Performing TCAAX Alternatives (YTD)
TCAAX 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 | TCAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TCAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TCAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TCAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TCAAX vs CONWX |
Lowest Volatility Alternatives to TCAAX
TCAAX 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 | TCAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TCAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TCAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TCAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TCAAX vs SICIX |
Lowest Drawdown Alternatives to TCAAX
TCAAX 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 | TCAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TCAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TCAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TCAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TCAAX vs SICIX |
Other Mutual Funds from Thrivent
Most popular Thrivent mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 20 | -13.84% | Oct 29, 1999 | TCAAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 19 | -3.28% | Jul 1, 1996 | TCAAX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 14 | -2.40% | Jun 30, 1993 | TCAAX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 13 | -2.46% | Jun 30, 1993 | TCAAX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 72 | -2.16% | Dec 28, 1997 | TCAAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 83 | -1.10% | Jan 7, 1997 | TCAAX vs AAHYX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 51 | -4.21% | Jun 30, 2005 | TCAAX vs TMAAX | |
| Thrivent Global Stock Fund | Global Equities | 55 | -4.42% | Jul 15, 1987 | TCAAX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 43 | -4.87% | Jun 29, 2005 | TCAAX vs TAAAX | |
| Thrivent Moderate Allocation Fund | Diversified Portfolio | 55 | -3.82% | Jun 29, 2005 | TCAAX vs THMAX |
Often Compared With TCAAX
What investors most often compare with TCAAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS Conservative Allocation Fund | Diversified Portfolio | 49 | -2.18% | Jun 27, 2002 | TCAAX vs MACIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TCAAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TCAAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TCAAX vs TPDAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | TCAAX vs FYMIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TCAAX vs WWWEX |
Compare TCAAX with Any Fund or Stock
Compare TCAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.