Thrivent Moderate Allocation Fund (THMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to THMAX
THMAX charges 0.79% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among THMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | THMAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | THMAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | THMAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | THMAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | THMAX vs BWBIX |
Best Risk-Adjusted Alternatives to THMAX
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 | THMAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | THMAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | THMAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | THMAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | THMAX vs PMAIX |
Top Performing THMAX Alternatives (YTD)
THMAX 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 | THMAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | THMAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | THMAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | THMAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | THMAX vs CONWX |
Lowest Volatility Alternatives to THMAX
THMAX 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 | THMAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | THMAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | THMAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | THMAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | THMAX vs SICIX |
Lowest Drawdown Alternatives to THMAX
THMAX 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 | THMAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | THMAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | THMAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | THMAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | THMAX vs SICIX |
Other Mutual Funds from Thrivent
Most popular Thrivent mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 20 | -13.84% | Oct 29, 1999 | THMAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 19 | -3.28% | Jul 1, 1996 | THMAX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 14 | -2.40% | Jun 30, 1993 | THMAX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 13 | -2.46% | Jun 30, 1993 | THMAX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 72 | -2.16% | Dec 28, 1997 | THMAX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 83 | -1.10% | Jan 7, 1997 | THMAX vs AAHYX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 51 | -4.21% | Jun 30, 2005 | THMAX vs TMAAX | |
| Thrivent Global Stock Fund | Global Equities | 55 | -4.42% | Jul 15, 1987 | THMAX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 43 | -4.87% | Jun 29, 2005 | THMAX vs TAAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 68 | 0.62% | Oct 29, 1999 | THMAX vs AAUTX |
Often Compared With THMAX
What investors most often compare with THMAX, 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.