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 292 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TSUMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TSUMX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TSUMX vs FYMIX |
Best Risk-Adjusted Alternatives to TSUMX
TSUMX has a PortfoliosLab risk / return rank of 90. There are 23 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | TSUMX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TSUMX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | TSUMX vs FSRKX |
Top Performing TSUMX Alternatives (YTD)
TSUMX is at 10.05% YTD. There are 124 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | TSUMX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | TSUMX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | TSUMX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | TSUMX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | TSUMX vs DGIFX |
Lowest Volatility Alternatives to TSUMX
TSUMX has 7.85% 1-year volatility. There are 228 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | TSUMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TSUMX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | TSUMX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | TSUMX vs CSTAX |
Lowest Drawdown Alternatives to TSUMX
TSUMX has a 1-year max drawdown of -6.27%. There are 265 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TSUMX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TSUMX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TSUMX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | TSUMX vs FSIRX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBAX, THOIX, TBWIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 17.92% | — | Dec 2002 | TSUMX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 94 | 14.72% | — | Jul 2006 | TSUMX vs THOIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 14 | 4.58% | — | Sep 2015 | TSUMX vs TBWIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 49 | 0.90% | — | Dec 2007 | TSUMX vs TSIIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 46 | 12.18% | — | May 1998 | TSUMX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 70 | 1.92% | — | Mar 2009 | TSUMX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 74 | 1.61% | — | Jul 1991 | TSUMX vs THIMX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 17 | 10.62% | — | Oct 1995 | TSUMX vs TVAFX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 68 | 0.82% | — | Sep 1984 | TSUMX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 13 | 10.68% | — | Jan 2007 | TSUMX vs TINGX |
Often Compared With TSUMX
Investors most often compare TSUMX with BLNDX, FSRRX, IOEZX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | TSUMX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | TSUMX vs FSRRX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | TSUMX vs IOEZX | |
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | TSUMX vs QBDSX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | TSUMX vs DGTSX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 17.18% | — | Dec 2005 | TSUMX vs SMIFX |
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