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 a closer substitute for your current allocation.
Cheapest Alternatives to TLOFX
TLOFX charges 0.75% annually. There are 148 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TLOFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TLOFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TLOFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TLOFX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | TLOFX vs TILVX |
Best Risk-Adjusted Alternatives to TLOFX
TLOFX has a PortfoliosLab risk / return rank of 49. There are 235 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | TLOFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TLOFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | TLOFX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | TLOFX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | TLOFX vs BBISX |
Top Performing TLOFX Alternatives (YTD)
TLOFX is at 10.69% YTD. There are 209 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | TLOFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | TLOFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | TLOFX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | TLOFX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | TLOFX vs PXTIX |
Lowest Volatility Alternatives to TLOFX
TLOFX has 10.49% 1-year volatility. There are 80 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TLOFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | TLOFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | TLOFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | TLOFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | TLOFX vs TMMAX |
Lowest Drawdown Alternatives to TLOFX
TLOFX has a 1-year max drawdown of -8.18%. There are 236 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TLOFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TLOFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TLOFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TLOFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TLOFX vs SVAIX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 17 | 4.95% | — | Nov 2009 | TLOFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 46 | 9.17% | — | Feb 2002 | TLOFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 22 | 10.20% | — | Jan 2013 | TLOFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | -3.95% | — | Mar 1999 | TLOFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 47 | 6.59% | — | Feb 2002 | TLOFX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 86 | 2.95% | — | Jul 2013 | TLOFX vs THYIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 46 | 12.32% | — | Dec 1992 | TLOFX vs TSWIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 89 | 5.12% | — | Aug 2011 | TLOFX vs EMTIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 47 | 4.66% | — | Feb 2002 | TLOFX vs IMOAX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 89 | 24.18% | — | Jan 2003 | TLOFX vs TSLTX |
Often Compared With TLOFX
Investors most often compare TLOFX with TIMUX, TFLIX, TMIFX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare TLOFX with Any Fund or Stock
Compare TLOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLOFX with funds that move differently
Transamerica Large Value Opportunities alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLOFX.
Explore TLOFX Diversifiers