Invesco Select Risk: Growth Investor Fund (AADAX) 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 AADAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AADAX
AADAX charges 0.43% annually. There are 158 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 | AADAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AADAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AADAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AADAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | AADAX vs FYMIX |
Best Risk-Adjusted Alternatives to AADAX
AADAX has a PortfoliosLab risk / return rank of 63. There are 248 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 | AADAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AADAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | AADAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AADAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AADAX vs FSRRX |
Top Performing AADAX Alternatives (YTD)
AADAX is at 10.30% YTD. There are 73 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | AADAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | AADAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | AADAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | AADAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | AADAX vs MHELX |
Lowest Volatility Alternatives to AADAX
AADAX has 11.80% 1-year volatility. There are 461 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 | AADAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | AADAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AADAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | AADAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AADAX vs CSTAX |
Lowest Drawdown Alternatives to AADAX
AADAX has a 1-year max drawdown of -7.82%. There are 417 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 | AADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AADAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AADAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AADAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AADAX vs CSTAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 12.16% | — | Oct 2020 | AADAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 65 | 12.90% | — | Jul 1997 | AADAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | AADAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | AADAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | AADAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | AADAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | AADAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | AADAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | AADAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | AADAX vs VADDX |
Often Compared With AADAX
Investors most often compare AADAX with FXAIX, QYLD, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare AADAX with Any Fund or Stock
Compare AADAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AADAX with funds that move differently
Invesco Select Risk: Growth Investor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AADAX.
Explore AADAX Diversifiers