Timothy Plan Strategic Growth Fund (TSGAX) Alternatives
Timothy Plan Strategic Growth Fund (TSGAX) 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 TSGAX. 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 TSGAX
TSGAX charges 1.09% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TSGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TSGAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TSGAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TSGAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TSGAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | TSGAX vs MAANX |
Best Risk-Adjusted Alternatives to TSGAX
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 | TSGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TSGAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TSGAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TSGAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TSGAX vs PMAIX |
Top Performing TSGAX Alternatives (YTD)
TSGAX 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 | TSGAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TSGAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TSGAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TSGAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TSGAX vs CONWX |
Lowest Volatility Alternatives to TSGAX
TSGAX 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 | TSGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TSGAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TSGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TSGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TSGAX vs SICIX |
Lowest Drawdown Alternatives to TSGAX
TSGAX 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 | TSGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TSGAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TSGAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TSGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TSGAX 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 | TSGAX vs TLVAX | |
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 90 | 6.37% | Oct 5, 2000 | TSGAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TSGAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 42 | -3.15% | Oct 5, 2000 | TSGAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 16 | 1.49% | Mar 24, 1994 | TSGAX vs TPLNX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 39 | 3.47% | Sep 30, 2013 | TSGAX vs TIGIX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 50 | -0.09% | Oct 4, 2000 | TSGAX vs TCGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 56 | -3.03% | May 3, 2007 | TSGAX vs TPIAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 40 | -0.36% | Jul 14, 1999 | TSGAX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 82 | -1.27% | May 7, 2007 | TSGAX vs TPHAX |
Often Compared With TSGAX
What investors most often compare with TSGAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -0.81% | — | TSGAX vs FZILX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TSGAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TSGAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TSGAX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | TSGAX vs FYMIX |
Compare TSGAX with Any Fund or Stock
Compare TSGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.