Thornburg Investment Income Builder Fund Class I (TIBIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TIBIX
TIBIX charges 0.93% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TIBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TIBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TIBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TIBIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TIBIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TIBIX vs BWBIX |
Best Risk-Adjusted Alternatives to TIBIX
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 | TIBIX vs STDAX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TIBIX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | TIBIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TIBIX vs PMAIX | |
| Timothy Plan Defensive Strategies Fund | 93 | Nov 3, 2009 | TIBIX vs TPDAX |
Top Performing TIBIX Alternatives (YTD)
TIBIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | TIBIX vs PUDZX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | TIBIX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | TIBIX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | TIBIX vs TPDAX | |
| Concorde Wealth Management Fund | 9.02% | Dec 3, 1987 | TIBIX vs CONWX |
Lowest Volatility Alternatives to TIBIX
TIBIX 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 | TIBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | TIBIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TIBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | TIBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | TIBIX vs SICIX |
Lowest Drawdown Alternatives to TIBIX
TIBIX 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 | TIBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TIBIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TIBIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TIBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TIBIX vs SICIX |
Other Mutual Funds from Thornburg
Most popular Thornburg mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 9.81% | Dec 23, 2002 | TIBIX vs TIBAX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 85 | 3.01% | May 28, 1998 | TIBIX vs TGVAX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 81 | -0.38% | Dec 18, 2007 | TIBIX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 43 | -3.56% | Sep 30, 2015 | TIBIX vs TBWIX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 95 | 3.16% | Jul 28, 2006 | TIBIX vs THOIX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 36 | -0.31% | Mar 31, 2009 | TIBIX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 49 | -0.23% | Jul 21, 1991 | TIBIX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 14 | -3.51% | Jan 31, 2007 | TIBIX vs TINGX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 65 | -0.20% | Sep 27, 1984 | TIBIX vs LTMFX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 26 | 2.92% | Oct 2, 1995 | TIBIX vs TVAFX |
Often Compared With TIBIX
What investors most often compare with TIBIX, 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.