Timothy Plan Fixed Income Fund (TFIAX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TFIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFIAX
TFIAX charges 1.34% annually. There are 105 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | TFIAX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | TFIAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | TFIAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | TFIAX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | TFIAX vs WFBIX |
Best Risk-Adjusted Alternatives to TFIAX
TFIAX has a PortfoliosLab risk / return rank of 20. There are 47 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | TFIAX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | TFIAX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | TFIAX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | TFIAX vs MCDWX | |
| PACE Intermediate Fixed Income Investments | 37 | — | Aug 1995 | TFIAX vs PCIFX |
Top Performing TFIAX Alternatives (YTD)
TFIAX is at 0.41% YTD. There are 31 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | TFIAX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | TFIAX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | TFIAX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | TFIAX vs DUTMX | |
| PACE Intermediate Fixed Income Investments | 0.94% | — | Aug 1995 | TFIAX vs PCIFX |
Lowest Volatility Alternatives to TFIAX
TFIAX has 3.71% 1-year volatility. There are 18 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | TFIAX vs BIMIX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | TFIAX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | TFIAX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | TFIAX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | TFIAX vs JIBEX |
Lowest Drawdown Alternatives to TFIAX
TFIAX has a 1-year max drawdown of -2.91%. There are 35 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | TFIAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | TFIAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | TFIAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | TFIAX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | TFIAX vs FTHRX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TLVAX, TPDAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 92 | 42.04% | — | Oct 2000 | TFIAX vs TAAGX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 14 | 8.25% | — | Jul 1999 | TFIAX vs TLVAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 43 | 7.60% | — | Nov 2009 | TFIAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 57 | 20.96% | — | Oct 2000 | TFIAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 22 | 13.63% | — | Mar 1994 | TFIAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 46 | 14.20% | — | May 2007 | TFIAX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 34 | 5.25% | — | Oct 2000 | TFIAX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 37 | 7.80% | — | Oct 2000 | TFIAX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 71 | 1.98% | — | May 2007 | TFIAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 26 | 4.56% | — | Sep 2013 | TFIAX vs TIGIX |
Often Compared With TFIAX
Investors most often compare TFIAX with FSMOX, TPDIX, PNIIX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TFIAX with Any Fund or Stock
Compare TFIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFIAX with funds that move differently
Timothy Plan Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFIAX.
Explore TFIAX Diversifiers