Transamerica Intermediate Bond (TMBTX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TMBTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TMBTX
TMBTX charges 0.41% annually. There are 39 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | TMBTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | TMBTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | TMBTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | TMBTX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | TMBTX vs WFBIX |
Best Risk-Adjusted Alternatives to TMBTX
TMBTX has a PortfoliosLab risk / return rank of 23. There are 40 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 65 | — | Mar 2006 | TMBTX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | TMBTX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 49 | — | Oct 2011 | TMBTX vs STWTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | TMBTX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 42 | — | Aug 2016 | TMBTX vs DFXIX |
Top Performing TMBTX Alternatives (YTD)
TMBTX is at 0.34% YTD. There are 42 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | TMBTX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | TMBTX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.07% | — | Oct 2011 | TMBTX vs STWTX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | TMBTX vs FSMOX | |
| DFA Diversified Fixed Income Portfolio | 0.94% | — | Aug 2016 | TMBTX vs DFXIX |
Lowest Volatility Alternatives to TMBTX
TMBTX has 4.00% 1-year volatility. There are 60 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | TMBTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | TMBTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | TMBTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | TMBTX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | TMBTX vs JIBEX |
Lowest Drawdown Alternatives to TMBTX
TMBTX has a 1-year max drawdown of -2.95%. There are 42 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | TMBTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | TMBTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | TMBTX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | TMBTX vs BIMIX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | TMBTX vs CRAIX |
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 | 31 | 10.15% | — | Nov 2009 | TMBTX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | TMBTX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | TMBTX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | TMBTX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | TMBTX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | TMBTX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | TMBTX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | TMBTX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | TMBTX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | TMBTX vs TSWIX |
Often Compared With TMBTX
Investors most often compare TMBTX with TSLTX, IIVAX, OWFIX. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | TMBTX vs TSLTX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | TMBTX vs IIVAX | |
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 23 | 0.00% | — | Mar 1998 | TMBTX vs OWFIX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 39 | 0.85% | — | Sep 1994 | TMBTX vs MCBDX | |
| PACE Intermediate Fixed Income Investments | Intermediate Core Bond | 39 | 0.65% | — | Aug 1995 | TMBTX vs PCIFX |
Compare TMBTX with Any Fund or Stock
Compare TMBTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TMBTX with funds that move differently
Transamerica Intermediate Bond alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TMBTX.
Explore TMBTX Diversifiers