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 a closer substitute for your current allocation.
Cheapest Alternatives to TSGAX
TSGAX charges 1.09% annually. There are 448 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 | TSGAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TSGAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSGAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TSGAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TSGAX vs FYMIX |
Best Risk-Adjusted Alternatives to TSGAX
TSGAX has a PortfoliosLab risk / return rank of 45. There are 420 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 | TSGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TSGAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TSGAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TSGAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TSGAX vs FSRRX |
Top Performing TSGAX Alternatives (YTD)
TSGAX is at 7.89% YTD. There are 167 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | TSGAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TSGAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TSGAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TSGAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TSGAX vs BRUFX |
Lowest Volatility Alternatives to TSGAX
TSGAX has 9.59% 1-year volatility. There are 354 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 | TSGAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TSGAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TSGAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TSGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TSGAX vs CSTAX |
Lowest Drawdown Alternatives to TSGAX
TSGAX has a 1-year max drawdown of -6.75%. There are 322 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 | TSGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TSGAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TSGAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TSGAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TSGAX vs CSTAX |
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 | TSGAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 72 | 8.31% | — | Nov 2009 | TSGAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 19 | 9.22% | — | Jul 1999 | TSGAX vs TLVAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 24 | 12.61% | — | Oct 2000 | TSGAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 25 | 14.40% | — | Mar 1994 | TSGAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 57 | 12.24% | — | May 2007 | TSGAX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 53 | 6.43% | — | Oct 2000 | TSGAX vs TCGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 18 | -0.64% | — | Jul 1999 | TSGAX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 75 | 2.14% | — | May 2007 | TSGAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 41 | 6.18% | — | Sep 2013 | TSGAX vs TIGIX |
Often Compared With TSGAX
Investors most often compare TSGAX with FZILX, TPDIX, BERIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TSGAX with Any Fund or Stock
Compare TSGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSGAX with funds that move differently
Timothy Plan Strategic Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSGAX.
Explore TSGAX Diversifiers