Thrivent Moderately Aggressive Allocation Fund Class A (TMAAX) 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 TMAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TMAAX
TMAAX charges 1.33% annually. There are 493 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 | TMAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TMAAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TMAAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TMAAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TMAAX vs VTMFX |
Best Risk-Adjusted Alternatives to TMAAX
TMAAX has a PortfoliosLab risk / return rank of 68. There are 229 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 | TMAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TMAAX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | TMAAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TMAAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TMAAX vs AYBLX |
Top Performing TMAAX Alternatives (YTD)
TMAAX is at 9.74% YTD. There are 132 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | TMAAX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | TMAAX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | TMAAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | TMAAX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | TMAAX vs DGIFX |
Lowest Volatility Alternatives to TMAAX
TMAAX has 10.93% 1-year volatility. There are 410 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 | TMAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TMAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | TMAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | TMAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | TMAAX vs CSTAX |
Lowest Drawdown Alternatives to TMAAX
TMAAX has a 1-year max drawdown of -7.55%. There are 401 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 | TMAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TMAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TMAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TMAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TMAAX vs CSTAX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, AAINX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 20 | 4.63% | — | Oct 1999 | TMAAX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 54 | 17.79% | — | Jul 1996 | TMAAX vs TSCSX | |
| Thrivent Opportunity Income Plus Fund | Multisector Bonds | 51 | 1.01% | — | Jul 1987 | TMAAX vs AAINX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 72 | 19.39% | — | Jun 1993 | TMAAX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 71 | 19.25% | — | Jun 1993 | TMAAX vs AASCX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 68 | 3.22% | — | Jan 1997 | TMAAX vs AAHYX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 66 | 5.50% | — | Dec 1997 | TMAAX vs AABFX | |
| Thrivent Global Stock Fund | Global Equities | 70 | 11.90% | — | Jul 1987 | TMAAX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 67 | 11.60% | — | Jun 2005 | TMAAX vs TAAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 94 | 15.79% | — | Oct 1999 | TMAAX vs AAUTX |
Often Compared With TMAAX
Investors most often compare TMAAX with RHI, QQQ, FXAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare TMAAX with Any Fund or Stock
Compare TMAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TMAAX with funds that move differently
Thrivent Moderately Aggressive Allocation Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TMAAX.
Explore TMAAX Diversifiers