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 159 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AADAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | AADAX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AADAX vs VTMFX |
Best Risk-Adjusted Alternatives to AADAX
AADAX has a PortfoliosLab risk / return rank of 60. There are 285 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | AADAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | AADAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | AADAX vs AYBLX |
Top Performing AADAX Alternatives (YTD)
AADAX is at 11.20% YTD. There are 59 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | AADAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | AADAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | AADAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | AADAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | AADAX vs SMIFX |
Lowest Volatility Alternatives to AADAX
AADAX has 11.47% 1-year volatility. There are 457 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | AADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | AADAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | AADAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | AADAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | AADAX vs CSTAX |
Lowest Drawdown Alternatives to AADAX
AADAX has a 1-year max drawdown of -7.82%. There are 419 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | AADAX vs FSRKX |
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 | 71 | 20.39% | — | Oct 2020 | AADAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | AADAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | AADAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | AADAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | AADAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | AADAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | AADAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | AADAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | AADAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | AADAX vs OPPAX |
Often Compared With AADAX
Investors most often compare AADAX with FXAIX, QYLD, SPY. These 20 comparison targets span 4 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