Teberg Fund (TEBRX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TEBRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TEBRX
TEBRX charges 1.75% annually. There are 59 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | TEBRX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | TEBRX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | TEBRX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | TEBRX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | TEBRX vs GPIFX |
Best Risk-Adjusted Alternatives to TEBRX
TEBRX has a PortfoliosLab risk / return rank of 92. There are 4 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 96 | — | Oct 2009 | TEBRX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 94 | — | Jun 2009 | TEBRX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 94 | — | Jun 2009 | TEBRX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 94 | — | Dec 2013 | TEBRX vs RQEIX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | TEBRX vs QDSNX |
Top Performing TEBRX Alternatives (YTD)
TEBRX is at 29.59% YTD. There are 2 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 53.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 53.48% | — | Sep 2019 | TEBRX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 38.08% | — | Dec 2016 | TEBRX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 20.69% | — | Jun 2009 | TEBRX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 20.59% | — | Jun 2009 | TEBRX vs ABRZX | |
| Quantified Market Leaders Fund | 19.70% | — | Aug 2013 | TEBRX vs QMLFX |
Lowest Volatility Alternatives to TEBRX
TEBRX has 15.90% 1-year volatility. There are 71 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | TEBRX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.60% | — | Apr 2012 | TEBRX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.75% | — | Jul 2014 | TEBRX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | TEBRX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | TEBRX vs HFSAX |
Lowest Drawdown Alternatives to TEBRX
TEBRX has a 1-year max drawdown of -9.95%. There are 65 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | TEBRX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | TEBRX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | TEBRX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | TEBRX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | TEBRX vs HSTRX |
Often Compared With TEBRX
Investors most often compare TEBRX with SPY, AQGNX, PBAIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TEBRX with Any Fund or Stock
Compare TEBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TEBRX with funds that move differently
Teberg Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TEBRX.
Explore TEBRX Diversifiers