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 43 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 | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | TMBTX vs VBMPX | |
| 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 |
Best Risk-Adjusted Alternatives to TMBTX
TMBTX has a PortfoliosLab risk / return rank of 18. There are 71 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 | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | TMBTX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | TMBTX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | TMBTX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | TMBTX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | TMBTX vs MCDWX |
Top Performing TMBTX Alternatives (YTD)
TMBTX is at -0.68% YTD. There are 55 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | TMBTX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | TMBTX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | TMBTX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | TMBTX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | TMBTX vs FEDUX |
Lowest Volatility Alternatives to TMBTX
TMBTX has 3.94% 1-year volatility. There are 70 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | TMBTX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | TMBTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | TMBTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | TMBTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | TMBTX vs DFXIX |
Lowest Drawdown Alternatives to TMBTX
TMBTX has a 1-year max drawdown of -2.95%. There are 44 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 | -2.08% | — | Sep 2000 | TMBTX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | TMBTX vs FTHRX |
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 | 13 | 1.72% | — | Nov 2009 | TMBTX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 56 | 9.70% | — | Feb 2002 | TMBTX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 35 | 11.23% | — | Jan 2013 | TMBTX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.53% | — | Mar 1999 | TMBTX vs IALAX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 52 | 4.82% | — | Feb 2002 | TMBTX vs IMOAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 6.80% | — | Feb 2002 | TMBTX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 89 | 1.48% | — | Jul 2013 | TMBTX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 4.59% | — | Aug 2011 | TMBTX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 78 | 16.49% | — | Dec 1992 | TMBTX vs TSWIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 93 | 25.34% | — | Jan 2003 | TMBTX vs TSLTX |
Often Compared With TMBTX
Investors most often compare TMBTX with CRAIX, FSMOX, TLOFX. These 12 comparison targets span 4 categories, based on PortfoliosLab usage data.
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