Thornburg Summit Fund Class I (TSUMX) 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 TSUMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSUMX
TSUMX charges 0.70% annually. There are 296 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 | TSUMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TSUMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TSUMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSUMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TSUMX vs BWBIX |
Best Risk-Adjusted Alternatives to TSUMX
TSUMX has a PortfoliosLab risk / return rank of 76. There are 113 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 | TSUMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TSUMX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TSUMX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TSUMX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TSUMX vs FSRRX |
Top Performing TSUMX Alternatives (YTD)
TSUMX is at 6.96% YTD. There are 229 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 | TSUMX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TSUMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TSUMX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TSUMX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TSUMX vs BRUFX |
Lowest Volatility Alternatives to TSUMX
TSUMX has 8.42% 1-year volatility. There are 241 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 | TSUMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TSUMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TSUMX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TSUMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TSUMX vs CSTAX |
Lowest Drawdown Alternatives to TSUMX
TSUMX has a 1-year max drawdown of -6.27%. There are 263 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 | TSUMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TSUMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TSUMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TSUMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TSUMX vs CSTAX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBAX, THOIX, TSIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 17.63% | — | Dec 2002 | TSUMX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 89 | 10.91% | — | Jul 2006 | TSUMX vs THOIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 57 | 0.35% | — | Dec 2007 | TSUMX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 30 | 6.05% | — | Sep 2015 | TSUMX vs TBWIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 74 | 13.39% | — | May 1998 | TSUMX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 83 | 1.05% | — | Mar 2009 | TSUMX vs TSSIX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 56 | 0.04% | — | Sep 1984 | TSUMX vs LTMFX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 80 | 0.61% | — | Jul 1991 | TSUMX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 10 | 5.86% | — | Jan 2007 | TSUMX vs TINGX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 19 | 12.38% | — | Oct 1995 | TSUMX vs TVAFX |
Often Compared With TSUMX
Investors most often compare TSUMX with BLNDX, AOBLX, FCSRX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TSUMX with Any Fund or Stock
Compare TSUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSUMX with funds that move differently
Thornburg Summit Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSUMX.
Explore TSUMX Diversifiers