AAIFX
ActiveTimber Point Alternative Income Fund
Category: Balanced (1,430 funds)
Expense Ratio
—
Annual Cost per $10K
—
30-Year Fee Drag per $10K
—
at 7% annual return
Fund Type
Mutual Fund
Active
Asset Allocation
US Equity
40%US Bond
38%Intl Bond
5%Cash
17%Fee Comparison
No expense ratio data available
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of March 2020 · Updated quarterly
-9.80%3 months
Compare to
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of March 2020
| Ticker | Name | ER |
|---|---|---|
| AAIFX | Timber Point Alternative Income Fund | — |
| ABALX | American Balanced Fund | 0.58% |
| CAIBX | Capital Income Builder | 0.58% |
| FBAKX | Fidelity Balanced Fund | 0.46% |
| DOXBX | Dodge & Cox Balanced Fund | 0.43% |
| FPUKX | Fidelity Puritan Fund | 0.47% |
| VWIAX | VANGUARD WELLESLEY INCOME FUND | 0.16% |
| CBFAX | American Funds Global Balanced Fund | 0.80% |
| QBA2Q | VIP Balanced Portfolio | 0.50% |
| CRMVX | Potomac Managed Volatility Fund | 1.66% |
| HBLFX | THE HARTFORD BALANCED INCOME FUND | 0.56% |
| FNCFX | Franklin Income Fund | 0.41% |
| KAMAX | Kensington Managed Income Fund | 1.91% |
| CVSCX | Calamos Market Neutral Income Fund | 1.97% |
| AIIFX | Timber Point Alternative Income Fund$1M min | 2.10% |
| VBIAX | VANGUARD BALANCED INDEX FUND | 0.07% |
| FTFCX | American Funds College 2030 Fund | 0.35% |
| AAATX | American Funds 2010 Target Date Retirement Fund | 0.59% |
| AIMNX | Horizon Active Income Fund | 1.29% |
| FAGIX | Fidelity Capital and Income Fund | 0.90% |
| QAI | NYLI Hedge Multi-Strategy Tracker ETF | 0.91% |
| VTTVX | VANGUARD TARGET RETIREMENT 2025 FUND | 0.08% |
| WMMRX | Wilmington Real Asset Fund | 0.75% |
| VWENX | VANGUARD WELLINGTON FUND | 0.17% |
| QCSCIX | College Retirement Equities Fund - Social Choice Account | — |
| eldfx | ELFUN DIVERSIFIED FUND | 0.33% |
| COTDX | Columbia Thermostat Fund | 0.61% |
| ACEIX | Invesco Equity and Income Fund | 0.76% |
| FFCTX | American Funds College 2027 Fund | 0.33% |
| MSFKX | MFS Total Return Fund | 0.40% |
| SSFOX | State Street Target Retirement Fund | 0.09% |
| AADTX | American Funds 2025 Target Date Retirement Fund | 0.63% |
| SSBSX | State Street Target Retirement 2025 Fund | 0.09% |
| AACTX | American Funds 2020 Target Date Retirement Fund | 0.61% |
| FPCIX | Strategic Advisers Core Income Fund | 0.33% |
| TRAIX | T. Rowe Price Capital Appreciation Fund | 0.58% |
| FBKFX | Fidelity Balanced K6 Fund | 0.32% |
| AABTX | American Funds 2015 Target Date Retirement Fund | 0.61% |
| OAZBX | Oakmark Equity and Income Fund | 0.56% |
| VTMFX | VANGUARD TAX-MANAGED BALANCED FUND | 0.09% |
| ITCSX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO | 0.65% |
| JBAWX | Balanced Fund | 0.62% |
| AZNAX | Virtus Income & Growth Fund | 1.14% |
| FBFRX | Franklin Managed Income Fund | 0.59% |
| IBLLX | Transamerica Multi-Managed Balanced | 0.64% |
| IRMPX | VOYA RETIREMENT MODERATE PORTFOLIO | 0.61% |
| VTHRX | VANGUARD TARGET RETIREMENT 2030 FUND | 0.08% |
| VPVGMMV | PIMCO Global Managed Asset Allocation Portfolio | 1.18% |
| CPPAX | American Funds Preservation Portfolio | 0.87% |
| HTFIX | Horizon Tactical Fixed Income Fund | 1.08% |
| CAAMX | Invesco Select Risk: Moderately Conservative Investor Fund | 1.69% |
| GITTX | GuidePath Conservative Allocation Fund | 0.35% |
| VTWNX | VANGUARD TARGET RETIREMENT 2020 FUND | 0.08% |
| FPKFX | Fidelity Puritan K6 Fund | 0.33% |
| FIWBX | Fidelity Advisor Multi-Asset Income Fund | 0.80% |
| IPNFX | Invesco Multi-Asset Income Fund | 1.72% |
| TLHIX | Nuveen Lifecycle Index 2030 Fund | 0.25% |
| PLTJX | Principal LifeTime 2030 Fund | 0.79% |
| FAHDX | Fidelity Advisor Capital and Income Fund | 1.18% |
| PRPDX | Permanent Portfolio | 1.06% |
| FIKMX | Fidelity Real Estate Income Fund | 0.66% |
| EARAX | Eaton Vance All Asset Strategy Fund | 1.12% |
| CFIAX | Columbia Flexible Capital Income Fund | 0.83% |
| TCLFX | Nuveen Lifecycle 2025 Fund | 0.47% |
| FAUYX | Fidelity Freedom Index 2030 Fund | 0.05% |
| SSCKX | State Street Target Retirement 2035 Fund | 0.09% |
| TAAMX | Transamerica Asset Allocation - Moderate Portfolio | 0.95% |
| NLGAX | Columbia Capital Allocation Moderate Conservative Portfolio | 0.91% |
| FATZX | Fidelity Freedom Index 2025 Fund | 0.05% |
| TLQIX | Nuveen Lifecycle Index 2025 Fund | 0.10% |
| TCHPX | Nuveen Lifecycle 2030 Fund | 0.40% |
| FTAOX | American Funds College Enrollment Fund | 0.35% |
| CBARX | Calvert Balanced Fund | 0.61% |
| IRMGX | Voya Retirement Moderately Aggressive Portfolio | 0.59% |
| BLAVX | Lord Abbett Multi-Asset Balanced Opportunity Fund | 0.90% |
| GLRBX | JAMES BALANCED: GOLDEN RAINBOW FUND | 1.23% |
| VTTHX | VANGUARD TARGET RETIREMENT 2035 FUND | 0.08% |
| FTRLX | Federated Hermes Total Return Bond Fund | 0.38% |
| ABUAX | Columbia Capital Allocation Moderate Portfolio | 0.93% |
| TAIAX | American Funds Tax-Aware Conservative Growth and Income Portfolio | 0.66% |
| IBARX | Macquarie Balanced Fund | 0.65% |
| VTINX | VANGUARD TARGET RETIREMENT INCOME FUND | 0.08% |
| mblax | Madison Diversified Income Fund | 1.16% |
| AWIVX | CIBC ATLAS INCOME OPPORTUNITIES FUND | 1.08% |
| TLYIX | Nuveen Lifecycle Index 2035 Fund | 0.18% |
| FPFRX | FPA Crescent Fund | 1.06% |
| FATKX | Fidelity Freedom 2020 Fund | 0.28% |
| TCLTX | Nuveen Lifecycle 2020 Fund | 0.54% |
| DBALX | DAVENPORT BALANCED INCOME FUND | 0.93% |
| AAETX | American Funds 2030 Target Date Retirement Fund | 0.66% |
| ALAAX | Invesco Income Allocation Fund | 0.91% |
| PACBX | Putnam Dynamic Asset Allocation Conservative Fund | 0.63% |
| FDTKX | Fidelity Freedom 2025 Fund | 0.59% |
| mcnax | Madison Conservative Allocation Fund | 0.99% |
| VSCGX | VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND | 0.12% |
| VSMGX | VANGUARD LIFESTRATEGY MODERATE GROWTH FUND | 0.13% |
| IIIPX | VOYA INDEX SOLUTION INCOME PORTFOLIO | 0.20% |
| LQDH | iShares Interest Rate Hedged Corporate Bond ETF | 0.24% |
| PBAPX | SAM Balanced Portfolio | 1.02% |
| VMAIX | Venerable Moderate Allocation Fund | 0.89% |
| DDERX | Macquarie Wealth Builder Fund | 0.74% |
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