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 102 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 19. There are 75 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 50.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 50 | — | Aug 1995 | TFIAX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 50 | — | Mar 2006 | TFIAX vs LSSAX | |
| Manning & Napier Credit Series | 41 | — | Apr 2020 | TFIAX vs MCDWX | |
| Hartford Schroders Tax-Aware Bond Fund | 40 | — | Oct 2011 | TFIAX vs STWTX | |
| Federated Hermes Mortgage Strategy Portfolio | 40 | — | Dec 2007 | TFIAX vs FMBPX |
Top Performing TFIAX Alternatives (YTD)
TFIAX is at 0.08% YTD. There are 80 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | TFIAX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | TFIAX vs LSSAX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | TFIAX vs FSMOX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.87% | — | Oct 2011 | TFIAX vs STWTX | |
| MassMutual Core Bond Fund | 0.85% | — | Sep 1994 | TFIAX vs MCBDX |
Lowest Volatility Alternatives to TFIAX
TFIAX has 3.83% 1-year volatility. There are 21 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | TFIAX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | TFIAX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | TFIAX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | TFIAX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | TFIAX vs JIBEX |
Lowest Drawdown Alternatives to TFIAX
TFIAX has a 1-year max drawdown of -2.91%. There are 33 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 | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | TFIAX vs CRAIX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TLVAX, TAAGX, TPDAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 14 | 7.56% | — | Jul 1999 | TFIAX vs TLVAX | |
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 88 | 33.14% | — | Oct 2000 | TFIAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 61 | 10.43% | — | Nov 2009 | TFIAX vs TPDAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 14 | 8.11% | — | Mar 1994 | TFIAX vs TPLNX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 52 | 19.39% | — | Oct 2000 | TFIAX vs TLGAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 34 | 5.07% | — | Oct 2000 | TFIAX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 33 | 6.77% | — | Oct 2000 | TFIAX vs TSGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 35 | 10.47% | — | May 2007 | TFIAX vs TPIAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 24 | 3.83% | — | Sep 2013 | TFIAX vs TIGIX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 73 | 1.75% | — | May 2007 | TFIAX vs TPHAX |
Often Compared With TFIAX
Investors most often compare TFIAX with DUTMX, 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