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 a closer substitute for your current allocation.
Cheapest Alternatives to TPDAX
TPDAX charges 1.37% annually. There are 492 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 | TPDAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TPDAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TPDAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TPDAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TPDAX vs BWBIX |
Best Risk-Adjusted Alternatives to TPDAX
TPDAX has a PortfoliosLab risk / return rank of 52. There are 344 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 | TPDAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | TPDAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TPDAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | TPDAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | TPDAX vs AOBLX |
Top Performing TPDAX Alternatives (YTD)
TPDAX is at 7.01% YTD. There are 254 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | TPDAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | TPDAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | TPDAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | TPDAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | TPDAX vs TIBIX |
Lowest Volatility Alternatives to TPDAX
TPDAX has 11.62% 1-year volatility. There are 463 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 | TPDAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | TPDAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | TPDAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TPDAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | TPDAX vs CSTAX |
Lowest Drawdown Alternatives to TPDAX
TPDAX has a 1-year max drawdown of -8.09%. There are 439 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 | TPDAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TPDAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TPDAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TPDAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TPDAX vs CSTAX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TLVAX, TLGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 82 | 31.98% | — | Oct 2000 | TPDAX vs TAAGX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 13 | 9.17% | — | Jul 1999 | TPDAX vs TLVAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 49 | 19.15% | — | Oct 2000 | TPDAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 15 | 14.46% | — | Mar 1994 | TPDAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 43 | 12.05% | — | May 2007 | TPDAX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 33 | 5.61% | — | Oct 2000 | TPDAX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 33 | 7.80% | — | Oct 2000 | TPDAX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 16 | -0.20% | — | Jul 1999 | TPDAX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 72 | 2.14% | — | May 2007 | TPDAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 29 | 6.00% | — | Sep 2013 | TPDAX vs TIGIX |
Often Compared With TPDAX
Investors most often compare TPDAX with EFAV, ETIDX, FHLKX. These 20 comparison targets span 4 categories, 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.
Pair TPDAX with funds that move differently
Timothy Plan Defensive Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TPDAX.
Explore TPDAX Diversifiers