Templeton Global Balanced Fund (TZINX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TZINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TZINX
TZINX charges 0.95% annually. There are 45 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | TZINX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | TZINX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | TZINX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | TZINX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | TZINX vs JNSMX |
Best Risk-Adjusted Alternatives to TZINX
TZINX has a PortfoliosLab risk / return rank of 67. There are 28 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | TZINX vs TIBAX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | TZINX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | TZINX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | TZINX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | TZINX vs GBMFX |
Top Performing TZINX Alternatives (YTD)
TZINX is at 9.13% YTD. There are 34 mutual funds in the Global Allocation category with higher YTD returns, going as high as 25.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | TZINX vs CGO | |
| Calamos Global Dynamic Income Fund | 25.48% | — | Jun 2007 | TZINX vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | TZINX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | TZINX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | TZINX vs TIBAX |
Lowest Volatility Alternatives to TZINX
TZINX has 10.36% 1-year volatility. There are 61 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | TZINX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | TZINX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | TZINX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | TZINX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | TZINX vs NRIIX |
Lowest Drawdown Alternatives to TZINX
TZINX has a 1-year max drawdown of -8.42%. There are 58 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | TZINX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | TZINX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | TZINX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | TZINX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | TZINX vs WMRIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | TZINX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | TZINX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | TZINX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | TZINX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | TZINX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | TZINX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | TZINX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | TZINX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | TZINX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | TZINX vs SHAPX |
Often Compared With TZINX
Investors most often compare TZINX with GMOM, IMFL, IDVO. These 11 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TZINX with Any Fund or Stock
Compare TZINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TZINX with funds that move differently
Templeton Global Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TZINX.
Explore TZINX Diversifiers