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 a closer substitute for your current allocation.
Cheapest Alternatives to TGPCX
TGPCX charges 0.41% annually. There are 144 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TGPCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TGPCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TGPCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TGPCX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TGPCX vs FYMIX |
Best Risk-Adjusted Alternatives to TGPCX
TGPCX has a PortfoliosLab risk / return rank of 45. There are 433 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TGPCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TGPCX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | TGPCX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TGPCX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | TGPCX vs FSRKX |
Top Performing TGPCX Alternatives (YTD)
TGPCX is at 5.15% YTD. There are 388 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | TGPCX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | TGPCX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | TGPCX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | TGPCX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | TGPCX vs DGIFX |
Lowest Volatility Alternatives to TGPCX
TGPCX has 5.52% 1-year volatility. There are 92 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TGPCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | TGPCX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TGPCX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | TGPCX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | TGPCX vs CSTAX |
Lowest Drawdown Alternatives to TGPCX
TGPCX has a 1-year max drawdown of -4.43%. There are 86 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TGPCX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TGPCX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TGPCX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TGPCX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | TGPCX vs FSRRX |
Other Mutual Funds from TCW
The 10 most viewed TCW mutual funds shown here include TGEIX, TGWIX, TGLMX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 90 | 4.17% | — | May 1998 | TGPCX vs TGEIX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 33 | 3.41% | — | Dec 2010 | TGPCX vs TGWIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 38 | 1.25% | — | Jun 1993 | TGPCX vs TGLMX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 77 | 18.21% | — | Oct 1997 | TGPCX vs TGVOX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | — | Feb 1993 | TGPCX vs TGHYX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 83 | 12.17% | — | Dec 1997 | TGPCX vs TGDVX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 19 | 0.15% | — | Feb 1993 | TGPCX vs TGCFX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 9 | 6.11% | — | Feb 1993 | TGPCX vs TGCEX | |
| TCW Global Bond Fund | Global Bonds | 7 | 0.12% | — | Nov 2011 | TGPCX vs TGGBX | |
| TCW Global Real Estate Fund | REIT | 13 | 9.28% | — | Nov 2014 | TGPCX vs TGREX |
Often Compared With TGPCX
Investors most often compare TGPCX with HCVAX, SMIFX, IOEZX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TGPCX with Any Fund or Stock
Compare TGPCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGPCX with funds that move differently
TCW Conservative Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGPCX.
Explore TGPCX Diversifiers