Thrivent Diversified Income Plus Fund (AAHYX) 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 AAHYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AAHYX
AAHYX charges 0.94% annually. There are 386 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 | AAHYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AAHYX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AAHYX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AAHYX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AAHYX vs VTMFX |
Best Risk-Adjusted Alternatives to AAHYX
AAHYX has a PortfoliosLab risk / return rank of 68. There are 238 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 | AAHYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AAHYX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | AAHYX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AAHYX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | AAHYX vs AYBLX |
Top Performing AAHYX Alternatives (YTD)
AAHYX is at 3.22% YTD. There are 497 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | AAHYX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | AAHYX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | AAHYX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | AAHYX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | AAHYX vs DGIFX |
Lowest Volatility Alternatives to AAHYX
AAHYX has 4.54% 1-year volatility. There are 17 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 | AAHYX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | AAHYX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | AAHYX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | AAHYX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | AAHYX vs CSTAX |
Lowest Drawdown Alternatives to AAHYX
AAHYX has a 1-year max drawdown of -3.54%. There are 27 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 | AAHYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AAHYX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AAHYX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AAHYX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AAHYX vs CSTAX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, AAINX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 20 | 4.63% | — | Oct 1999 | AAHYX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 54 | 17.79% | — | Jul 1996 | AAHYX vs TSCSX | |
| Thrivent Opportunity Income Plus Fund | Multisector Bonds | 51 | 1.01% | — | Jul 1987 | AAHYX vs AAINX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 72 | 19.39% | — | Jun 1993 | AAHYX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 71 | 19.25% | — | Jun 1993 | AAHYX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 66 | 5.50% | — | Dec 1997 | AAHYX vs AABFX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 68 | 9.74% | — | Jun 2005 | AAHYX vs TMAAX | |
| Thrivent Global Stock Fund | Global Equities | 70 | 11.90% | — | Jul 1987 | AAHYX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 67 | 11.60% | — | Jun 2005 | AAHYX vs TAAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 94 | 15.79% | — | Oct 1999 | AAHYX vs AAUTX |
Often Compared With AAHYX
Investors most often compare AAHYX with AASMX, VASIX, TSCGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AAHYX with Any Fund or Stock
Compare AAHYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AAHYX with funds that move differently
Thrivent Diversified Income Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAHYX.
Explore AAHYX Diversifiers