Timothy Plan Defensive Strategies Fund Class I (TPDIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TPDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TPDIX
TPDIX charges 1.09% annually. There are 22 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | TPDIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | TPDIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | TPDIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | TPDIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | TPDIX vs GPIFX |
Best Risk-Adjusted Alternatives to TPDIX
TPDIX has a PortfoliosLab risk / return rank of 70. There are 28 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | TPDIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | TPDIX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | TPDIX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | TPDIX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | TPDIX vs PASAX |
Top Performing TPDIX Alternatives (YTD)
TPDIX is at 8.48% YTD. There are 25 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | TPDIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | TPDIX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | TPDIX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | TPDIX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | TPDIX vs CRDBX |
Lowest Volatility Alternatives to TPDIX
TPDIX has 11.67% 1-year volatility. There are 52 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | TPDIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | TPDIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | TPDIX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | TPDIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | TPDIX vs HSTRX |
Lowest Drawdown Alternatives to TPDIX
TPDIX has a 1-year max drawdown of -8.03%. There are 53 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | TPDIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | TPDIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | TPDIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | TPDIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | TPDIX vs ASTIX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TPDAX, TLVAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 66 | 25.18% | — | Oct 2000 | TPDIX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 72 | 8.31% | — | Nov 2009 | TPDIX vs TPDAX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 19 | 9.22% | — | Jul 1999 | TPDIX vs TLVAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 24 | 12.61% | — | Oct 2000 | TPDIX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 25 | 14.40% | — | Mar 1994 | TPDIX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 57 | 12.24% | — | May 2007 | TPDIX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 53 | 6.43% | — | Oct 2000 | TPDIX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 45 | 7.89% | — | Oct 2000 | TPDIX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 18 | -0.64% | — | Jul 1999 | TPDIX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 75 | 2.14% | — | May 2007 | TPDIX vs TPHAX |
Often Compared With TPDIX
Investors most often compare TPDIX with TIGIX, ABRZX, HFSAX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 41 | 6.18% | — | Sep 2013 | TPDIX vs TIGIX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 93 | 18.01% | — | Jun 2009 | TPDIX vs ABRZX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 58 | 0.62% | — | — | TPDIX vs HFSAX | |
| AQR Diversifying Strategies Fund Class N | Tactical Allocation | 92 | 5.37% | — | Jun 2020 | TPDIX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 93 | 18.19% | — | Jun 2009 | TPDIX vs ABRYX | |
| Donoghue Forlines Dividend Fund | Tactical Allocation | 91 | 18.09% | — | Nov 2013 | TPDIX vs PWDIX |
Compare TPDIX with Any Fund or Stock
Compare TPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TPDIX with funds that move differently
Timothy Plan Defensive Strategies Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TPDIX.
Explore TPDIX Diversifiers