Timothy Plan Defensive Strategies Fund (TPDAX) Alternatives
Timothy Plan Defensive Strategies Fund (TPDAX) 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 TPDAX. 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 TPDAX
TPDAX charges 1.37% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TPDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TPDAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TPDAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TPDAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TPDAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | TPDAX vs MAANX |
Best Risk-Adjusted Alternatives to TPDAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TPDAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TPDAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TPDAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TPDAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TPDAX vs PMAIX |
Top Performing TPDAX Alternatives (YTD)
TPDAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TPDAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TPDAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TPDAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TPDAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TPDAX vs CONWX |
Lowest Volatility Alternatives to TPDAX
TPDAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TPDAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TPDAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TPDAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TPDAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TPDAX vs SICIX |
Lowest Drawdown Alternatives to TPDAX
TPDAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TPDAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TPDAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TPDAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TPDAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TPDAX vs SICIX |
Other Mutual Funds from Timothy Plan
Most popular Timothy Plan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 21 | 1.75% | Jul 14, 1999 | TPDAX vs TLVAX | |
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 90 | 6.37% | Oct 5, 2000 | TPDAX vs TAAGX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 42 | -3.15% | Oct 5, 2000 | TPDAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 16 | 1.49% | Mar 24, 1994 | TPDAX vs TPLNX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 39 | 3.47% | Sep 30, 2013 | TPDAX vs TIGIX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 50 | -0.09% | Oct 4, 2000 | TPDAX vs TCGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 56 | -3.03% | May 3, 2007 | TPDAX vs TPIAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 40 | -0.36% | Jul 14, 1999 | TPDAX vs TFIAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 49 | 0.19% | Oct 4, 2000 | TPDAX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 82 | -1.27% | May 7, 2007 | TPDAX vs TPHAX |
Often Compared With TPDAX
What investors most often compare with TPDAX, based on PortfoliosLab usage data.
Compare TPDAX with Any Fund or Stock
Compare TPDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.