Timothy Plan Conservative Growth Fund (TCGAX) 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 TCGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TCGAX
TCGAX charges 1.04% annually. There are 428 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 | TCGAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TCGAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TCGAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TCGAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TCGAX vs FYMIX |
Best Risk-Adjusted Alternatives to TCGAX
TCGAX has a PortfoliosLab risk / return rank of 35. There are 479 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 | TCGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TCGAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | TCGAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TCGAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | TCGAX vs FSRKX |
Top Performing TCGAX Alternatives (YTD)
TCGAX is at 5.34% YTD. There are 370 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | TCGAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | TCGAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | TCGAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | TCGAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | TCGAX vs DGIFX |
Lowest Volatility Alternatives to TCGAX
TCGAX has 7.18% 1-year volatility. There are 198 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 | TCGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | TCGAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TCGAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | TCGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | TCGAX vs CSTAX |
Lowest Drawdown Alternatives to TCGAX
TCGAX has a 1-year max drawdown of -5.57%. There are 179 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 | TCGAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TCGAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TCGAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TCGAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | TCGAX vs FSRRX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TLVAX, TAAGX, TPDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 17 | 9.03% | — | Jul 1999 | TCGAX vs TLVAX | |
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 90 | 36.54% | — | Oct 2000 | TCGAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 59 | 10.96% | — | Nov 2009 | TCGAX vs TPDAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 16 | 9.16% | — | Mar 1994 | TCGAX vs TPLNX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 56 | 21.28% | — | Oct 2000 | TCGAX vs TLGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 23 | 0.19% | — | Jul 1999 | TCGAX vs TFIAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 33 | 7.14% | — | Oct 2000 | TCGAX vs TSGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 35 | 11.29% | — | May 2007 | TCGAX vs TPIAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 27 | 4.20% | — | Sep 2013 | TCGAX vs TIGIX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 71 | 1.75% | — | May 2007 | TCGAX vs TPHAX |
Often Compared With TCGAX
Investors most often compare TCGAX with ETIMX, SPY, TPDIX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TCGAX with Any Fund or Stock
Compare TCGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TCGAX with funds that move differently
Timothy Plan Conservative Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCGAX.
Explore TCGAX Diversifiers