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 61 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 79. There are 22 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | TEBRX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | TEBRX vs PAAIX | |
| AQR Diversifying Strategies Fund Class N | 94 | — | Jun 2020 | TEBRX vs QDSNX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | TEBRX vs PASAX | |
| Donoghue Forlines Dividend Fund | 94 | — | Nov 2013 | TEBRX vs PWDIX |
Top Performing TEBRX Alternatives (YTD)
TEBRX is at 23.20% YTD. There are 2 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.02% | — | Sep 2019 | TEBRX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.64% | — | Dec 2016 | TEBRX vs MOJOX | |
| Potomac Defensive Bull Fund | 22.60% | — | Jun 2020 | TEBRX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 20.34% | — | Feb 2019 | TEBRX vs PDX | |
| Donoghue Forlines Dividend Fund | 18.85% | — | Nov 2013 | TEBRX vs PWDIX |
Lowest Volatility Alternatives to TEBRX
TEBRX has 19.79% 1-year volatility. There are 74 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.55% | — | Aug 2012 | TEBRX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | TEBRX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | TEBRX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | TEBRX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.22% | — | Sep 2002 | TEBRX vs HSTRX |
Lowest Drawdown Alternatives to TEBRX
TEBRX has a 1-year max drawdown of -11.15%. There are 72 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 | |
| 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 | -2.54% | — | Sep 2002 | TEBRX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | TEBRX vs ASTIX |
Other Mutual Funds from Absolute Capital
The 2 most viewed Absolute Capital mutual funds shown here include AAMCX, ACMDX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Absolute Capital Asset Allocator Fund | Tactical Allocation | 54 | 9.32% | — | Dec 2015 | TEBRX vs AAMCX | |
| Absolute Capital Defender Fund | Tactical Allocation | 71 | 7.41% | — | Dec 2015 | TEBRX vs ACMDX |
Often Compared With TEBRX
Investors most often compare TEBRX with AQGNX, SPY, SFHYX. 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