TCW Conservative Allocation Fund (TGPCX) Alternatives
TCW Conservative Allocation Fund (TGPCX) 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 TGPCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TGPCX
TGPCX charges 0.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TGPCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TGPCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TGPCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TGPCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TGPCX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TGPCX vs FYMIX |
Best Risk-Adjusted Alternatives to TGPCX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TGPCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TGPCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TGPCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TGPCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TGPCX vs PMAIX |
Top Performing TGPCX Alternatives (YTD)
TGPCX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TGPCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TGPCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TGPCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TGPCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TGPCX vs CONWX |
Lowest Volatility Alternatives to TGPCX
TGPCX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TGPCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TGPCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TGPCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TGPCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TGPCX vs SICIX |
Lowest Drawdown Alternatives to TGPCX
TGPCX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TGPCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TGPCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TGPCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TGPCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TGPCX vs SICIX |
Other Mutual Funds from TCW
Most popular TCW mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 91 | -1.32% | May 28, 1998 | TGPCX vs TGEIX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | Feb 26, 1993 | TGPCX vs TGHYX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 67 | 0.57% | Jun 17, 1993 | TGPCX vs TGLMX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 49 | -0.21% | Feb 26, 1993 | TGPCX vs TGCFX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 64 | 3.04% | Oct 31, 1997 | TGPCX vs TGVOX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 82 | -3.32% | Dec 13, 2010 | TGPCX vs TGWIX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 50 | -2.16% | Dec 31, 1997 | TGPCX vs TGDVX | |
| TCW Global Real Estate Fund | REIT | 14 | -0.49% | Nov 27, 2014 | TGPCX vs TGREX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 8 | -14.71% | Feb 26, 1993 | TGPCX vs TGCEX | |
| TCW Global Bond Fund | Global Bonds | 40 | -1.66% | Nov 29, 2011 | TGPCX vs TGGBX |
Often Compared With TGPCX
What investors most often compare with TGPCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hartford Conservative Allocation Fund | Diversified Portfolio | 65 | -2.35% | May 27, 2004 | TGPCX vs HCVAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TGPCX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TGPCX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TGPCX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TGPCX vs TPDAX | |
| TCW Strategic Income Fund Inc. | Multisector Bonds | 4 | -7.86% | — | TGPCX vs TSI |
Compare TGPCX with Any Fund or Stock
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