Transamerica Large Value Opportunities (TLOFX) Alternatives
Transamerica Large Value Opportunities (TLOFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TLOFX. 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 TLOFX
TLOFX charges 0.75% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TLOFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TLOFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TLOFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TLOFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TLOFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TLOFX vs TILVX |
Best Risk-Adjusted Alternatives to TLOFX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | TLOFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TLOFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TLOFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TLOFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TLOFX vs VALAX |
Top Performing TLOFX Alternatives (YTD)
TLOFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | TLOFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TLOFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TLOFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TLOFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TLOFX vs HFCVX |
Lowest Volatility Alternatives to TLOFX
TLOFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | TLOFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TLOFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TLOFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TLOFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TLOFX vs ACIIX |
Lowest Drawdown Alternatives to TLOFX
TLOFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TLOFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TLOFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TLOFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TLOFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TLOFX vs PSECX |
Other Mutual Funds from Transamerica
Most popular Transamerica mutual funds on PortfoliosLab, across asset classes.
Often Compared With TLOFX
What investors most often compare with TLOFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Transamerica Intermediate Muni | Municipal Bonds | 48 | -0.40% | Oct 30, 2012 | TLOFX vs TIMUX | |
| Transamerica Mid Cap Growth | Mid Cap Growth Equities | 11 | -8.29% | Nov 7, 2001 | TLOFX vs TMIFX | |
| Transamerica Energy Infrastructure | Energy Equities | 58 | 22.91% | Apr 29, 2013 | TLOFX vs TMLPX | |
| Transamerica International Equity | Foreign Large Cap Equities | 44 | -2.81% | Dec 17, 1992 | TLOFX vs TSWIX | |
| Transamerica High Yield Bond | High Yield Bonds | 85 | -2.04% | Jun 14, 1985 | TLOFX vs TAHTX | |
| Transamerica Bond | Intermediate Core-Plus Bond | 45 | -0.83% | Jun 29, 1987 | TLOFX vs IDITX | |
| Transamerica Floating Rate Fund | Bank Loan | 87 | -0.75% | Oct 30, 2013 | TLOFX vs TFLIX |
Compare TLOFX with Any Fund or Stock
Compare TLOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.