Thrivent Moderate Allocation Fund (THMAX) 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 THMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THMAX
THMAX charges 0.79% annually. There are 339 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 | THMAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | THMAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | THMAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | THMAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | THMAX vs VTMFX |
Best Risk-Adjusted Alternatives to THMAX
THMAX has a PortfoliosLab risk / return rank of 58. There are 273 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 | THMAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | THMAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | THMAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | THMAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | THMAX vs AOBLX |
Top Performing THMAX Alternatives (YTD)
THMAX is at 6.31% YTD. There are 269 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | THMAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | THMAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | THMAX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | THMAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | THMAX vs TIBIX |
Lowest Volatility Alternatives to THMAX
THMAX has 8.70% 1-year volatility. There are 275 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 | THMAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | THMAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | THMAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | THMAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | THMAX vs CSTAX |
Lowest Drawdown Alternatives to THMAX
THMAX has a 1-year max drawdown of -6.10%. There are 237 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 | THMAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | THMAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | THMAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | THMAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | THMAX vs CSTAX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, TMSIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 15 | 3.84% | — | Oct 1999 | THMAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 35 | 16.36% | — | Jul 1996 | THMAX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 44 | 17.91% | — | Jun 1993 | THMAX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 43 | 17.76% | — | Jun 1993 | THMAX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 62 | 4.93% | — | Dec 1997 | THMAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 76 | 3.29% | — | Jan 1997 | THMAX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 53 | 10.27% | — | Jul 1987 | THMAX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 52 | 10.10% | — | Jun 2005 | THMAX vs TAAAX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 54 | 8.37% | — | Jun 2005 | THMAX vs TMAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 87 | 13.70% | — | Oct 1999 | THMAX vs AAUTX |
Often Compared With THMAX
Investors most often compare THMAX with FNILX, THLIX, AASMX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare THMAX with Any Fund or Stock
Compare THMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THMAX with funds that move differently
Thrivent Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THMAX.
Explore THMAX Diversifiers