Transamerica Multi-Asset Income (TSHIX) 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 TSHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSHIX
TSHIX charges 0.72% annually. There are 313 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 | TSHIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TSHIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSHIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TSHIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TSHIX vs BWBIX |
Best Risk-Adjusted Alternatives to TSHIX
TSHIX has a PortfoliosLab risk / return rank of 73. There are 130 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 | TSHIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TSHIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TSHIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TSHIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TSHIX vs FSRRX |
Top Performing TSHIX Alternatives (YTD)
TSHIX is at 5.04% YTD. There are 350 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 | TSHIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TSHIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TSHIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TSHIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TSHIX vs BRUFX |
Lowest Volatility Alternatives to TSHIX
TSHIX has 7.18% 1-year volatility. There are 163 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 | TSHIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TSHIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TSHIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TSHIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TSHIX vs CSTAX |
Lowest Drawdown Alternatives to TSHIX
TSHIX has a 1-year max drawdown of -5.33%. There are 163 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 | TSHIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TSHIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TSHIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TSHIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TSHIX vs CSTAX |
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 | 13 | 1.72% | — | Nov 2009 | TSHIX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 56 | 9.70% | — | Feb 2002 | TSHIX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 35 | 11.23% | — | Jan 2013 | TSHIX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.53% | — | Mar 1999 | TSHIX vs IALAX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 52 | 4.82% | — | Feb 2002 | TSHIX vs IMOAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 6.80% | — | Feb 2002 | TSHIX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 89 | 1.48% | — | Jul 2013 | TSHIX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 4.59% | — | Aug 2011 | TSHIX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 78 | 16.49% | — | Dec 1992 | TSHIX vs TSWIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 93 | 25.34% | — | Jan 2003 | TSHIX vs TSLTX |
Often Compared With TSHIX
Investors most often compare TSHIX with BLNDX, FCSRX, FSIRX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TSHIX with Any Fund or Stock
Compare TSHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSHIX with funds that move differently
Transamerica Multi-Asset Income alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSHIX.
Explore TSHIX Diversifiers