Timothy Plan Growth & Income Fund (TIGIX) 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 TIGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TIGIX
TIGIX charges 1.02% annually. There are 429 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 | TIGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TIGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TIGIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TIGIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TIGIX vs FYMIX |
Best Risk-Adjusted Alternatives to TIGIX
TIGIX has a PortfoliosLab risk / return rank of 41. There are 451 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 | TIGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TIGIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TIGIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TIGIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TIGIX vs FSRRX |
Top Performing TIGIX Alternatives (YTD)
TIGIX is at 6.18% YTD. There are 277 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | TIGIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TIGIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TIGIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TIGIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TIGIX vs BRUFX |
Lowest Volatility Alternatives to TIGIX
TIGIX has 6.35% 1-year volatility. There are 120 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 | TIGIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TIGIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TIGIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TIGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TIGIX vs CSTAX |
Lowest Drawdown Alternatives to TIGIX
TIGIX has a 1-year max drawdown of -4.37%. There are 78 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 | TIGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TIGIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TIGIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TIGIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TIGIX vs CSTAX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TPDAX, TLVAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 66 | 25.18% | — | Oct 2000 | TIGIX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 72 | 8.31% | — | Nov 2009 | TIGIX vs TPDAX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 19 | 9.22% | — | Jul 1999 | TIGIX vs TLVAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 24 | 12.61% | — | Oct 2000 | TIGIX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 25 | 14.40% | — | Mar 1994 | TIGIX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 57 | 12.24% | — | May 2007 | TIGIX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 53 | 6.43% | — | Oct 2000 | TIGIX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 45 | 7.89% | — | Oct 2000 | TIGIX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 18 | -0.64% | — | Jul 1999 | TIGIX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 75 | 2.14% | — | May 2007 | TIGIX vs TPHAX |
Often Compared With TIGIX
Investors most often compare TIGIX with FFNOX, FDFIX, IIPR. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TIGIX with Any Fund or Stock
Compare TIGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TIGIX with funds that move differently
Timothy Plan Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TIGIX.
Explore TIGIX Diversifiers