Thornburg Investment Income Builder Fund Class I (TIBIX) 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 TIBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TIBIX
TIBIX charges 0.93% annually. There are 381 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 | TIBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TIBIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TIBIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TIBIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TIBIX vs BWBIX |
Best Risk-Adjusted Alternatives to TIBIX
TIBIX has a PortfoliosLab risk / return rank of 97. There is 1 mutual fund in the Diversified Portfolio category with a higher risk-adjusted rank, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TIBIX vs STDAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TIBIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | TIBIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | TIBIX vs AOBLX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | TIBIX vs FMUAX |
Top Performing TIBIX Alternatives (YTD)
TIBIX is at 16.12% YTD. There are 4 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 | TIBIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | TIBIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | TIBIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | TIBIX vs IOEZX | |
| Bruce Fund | 15.52% | — | Mar 1968 | TIBIX vs BRUFX |
Lowest Volatility Alternatives to TIBIX
TIBIX has 8.93% 1-year volatility. There are 305 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 | TIBIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | TIBIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TIBIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TIBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TIBIX vs CSTAX |
Lowest Drawdown Alternatives to TIBIX
TIBIX has a 1-year max drawdown of -5.39%. There are 167 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 | TIBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TIBIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TIBIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TIBIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TIBIX vs CSTAX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBAX, THOIX, TSIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 97 | 16.02% | — | Dec 2002 | TIBIX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 86 | 9.30% | — | Jul 2006 | TIBIX vs THOIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 53 | 0.62% | — | Dec 2007 | TIBIX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 20 | 3.56% | — | Sep 2015 | TIBIX vs TBWIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 47 | 9.70% | — | May 1998 | TIBIX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 83 | 2.21% | — | Mar 2009 | TIBIX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 81 | 1.68% | — | Jul 1991 | TIBIX vs THIMX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 65 | 0.86% | — | Sep 1984 | TIBIX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 14 | 9.60% | — | Jan 2007 | TIBIX vs TINGX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 18 | 12.91% | — | Oct 1995 | TIBIX vs TVAFX |
Often Compared With TIBIX
Investors most often compare TIBIX with QKACX, JEPI, SGIIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare TIBIX with Any Fund or Stock
Compare TIBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TIBIX with funds that move differently
Thornburg Investment Income Builder Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TIBIX.
Explore TIBIX Diversifiers