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 350 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 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TCAAX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TCAAX vs VTMFX |
Best Risk-Adjusted Alternatives to TCAAX
TCAAX has a PortfoliosLab risk / return rank of 62. There are 256 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 | 97 | — | Dec 2009 | TCAAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | TCAAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TCAAX vs AYBLX |
Top Performing TCAAX Alternatives (YTD)
TCAAX is at 4.89% YTD. There are 375 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | TCAAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | TCAAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | TCAAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | TCAAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | TCAAX vs SMIFX |
Lowest Volatility Alternatives to TCAAX
TCAAX has 6.58% 1-year volatility. There are 148 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 | TCAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | TCAAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | TCAAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TCAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | TCAAX vs CSTAX |
Lowest Drawdown Alternatives to TCAAX
TCAAX has a 1-year max drawdown of -5.04%. There are 136 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | TCAAX vs FSRKX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, TMSIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 18 | 3.45% | — | Oct 1999 | TCAAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 43 | 17.35% | — | Jul 1996 | TCAAX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 43 | 16.84% | — | Jun 1993 | TCAAX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 43 | 16.75% | — | Jun 1993 | TCAAX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 67 | 5.49% | — | Dec 1997 | TCAAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 78 | 3.69% | — | Jan 1997 | TCAAX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 61 | 11.17% | — | Jul 1987 | TCAAX vs AALGX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 86 | 12.43% | — | Oct 1999 | TCAAX vs AAUTX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 61 | 8.64% | — | Jun 2005 | TCAAX vs TMAAX | |
| Thrivent Moderate Allocation Fund | Diversified Portfolio | 62 | 6.28% | — | Jun 2005 | TCAAX vs THMAX |
Often Compared With TCAAX
Investors most often compare TCAAX with MACIX, TAAAX, BERIX. These 20 comparison targets span 3 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