Invesco Select Risk: Growth Investor Fund (AADAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AADAX
AADAX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AADAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AADAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AADAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AADAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AADAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | AADAX vs MAANX |
Best Risk-Adjusted Alternatives to AADAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | AADAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AADAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AADAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AADAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AADAX vs PMAIX |
Top Performing AADAX Alternatives (YTD)
AADAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | AADAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AADAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AADAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AADAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AADAX vs CONWX |
Lowest Volatility Alternatives to AADAX
AADAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | AADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AADAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | AADAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AADAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AADAX vs SICIX |
Lowest Drawdown Alternatives to AADAX
AADAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | AADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AADAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | AADAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AADAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AADAX vs SICIX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | AADAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | AADAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | AADAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | AADAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | AADAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | AADAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | AADAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | AADAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | AADAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | AADAX vs VVOAX |
Often Compared With AADAX
What investors most often compare with AADAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | AADAX vs FXAIX | |
| Hercules Capital, Inc. | 17 | -18.99% | — | AADAX vs HTGC | ||
| Global X NASDAQ 100 Covered Call ETF | Derivative Income | 72 | 0.02% | Dec 12, 2013 | AADAX vs QYLD | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | AADAX vs SPY | |
| E-Mini Nasdaq 100 Futures | 59 | -6.09% | — | AADAX vs NQ=F | ||
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 78 | -5.03% | Jun 30, 1986 | AADAX vs PRWCX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | AADAX vs FYMIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | AADAX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | AADAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | AADAX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | AADAX vs QBDSX |
Compare AADAX with Any Fund or Stock
Compare AADAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.