Transamerica Asset Allocation Short Horizon (TSHFX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TSHFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSHFX
TSHFX charges 0.83% annually. There are 102 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | TSHFX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | TSHFX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | TSHFX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | TSHFX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | TSHFX vs BCPIX |
Best Risk-Adjusted Alternatives to TSHFX
TSHFX has a PortfoliosLab risk / return rank of 48. There are 8 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | TSHFX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | TSHFX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | TSHFX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | TSHFX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | TSHFX vs GUGAX |
Top Performing TSHFX Alternatives (YTD)
TSHFX is at 1.67% YTD. There are 9 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | TSHFX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | TSHFX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | TSHFX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | TSHFX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | TSHFX vs SEATX |
Lowest Volatility Alternatives to TSHFX
TSHFX has 3.42% 1-year volatility. There are 12 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | TSHFX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | TSHFX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | TSHFX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | TSHFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | TSHFX vs LCTIX |
Lowest Drawdown Alternatives to TSHFX
TSHFX has a 1-year max drawdown of -2.77%. There are 32 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | TSHFX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | TSHFX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | TSHFX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | TSHFX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | TSHFX vs LCTRX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 31 | 10.15% | — | Nov 2009 | TSHFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | TSHFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | TSHFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | TSHFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | TSHFX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | TSHFX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | TSHFX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | TSHFX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | TSHFX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | TSHFX vs TSWIX |
Often Compared With TSHFX
Investors most often compare TSHFX with LMSMX, TNUIX, TSLTX. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 43 | 1.11% | — | Dec 2006 | TSHFX vs LMSMX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 27 | 1.96% | — | Jul 2015 | TSHFX vs TNUIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | TSHFX vs TSLTX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 30 | 0.44% | — | Sep 2000 | TSHFX vs BCOIX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.11% | — | Apr 2021 | TSHFX vs NPCT | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | TSHFX vs IIVAX |
Compare TSHFX with Any Fund or Stock
Compare TSHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSHFX with funds that move differently
Transamerica Asset Allocation Short Horizon alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSHFX.
Explore TSHFX Diversifiers