Columbia Capital Allocation Conservative Portfolio (ABDAX) 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 ABDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABDAX
ABDAX charges 0.50% annually. There are 188 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 | ABDAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ABDAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ABDAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ABDAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ABDAX vs FYMIX |
Best Risk-Adjusted Alternatives to ABDAX
ABDAX has a PortfoliosLab risk / return rank of 42. There are 417 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 | ABDAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | ABDAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ABDAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | ABDAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ABDAX vs AYBLX |
Top Performing ABDAX Alternatives (YTD)
ABDAX is at 2.40% YTD. There are 518 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.46% | — | Jan 1998 | ABDAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | ABDAX vs IOEZX | |
| Greenspring Fund | 19.54% | — | Jun 1983 | ABDAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | ABDAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.42% | — | Dec 2002 | ABDAX vs TIBIX |
Lowest Volatility Alternatives to ABDAX
ABDAX has 5.37% 1-year volatility. There are 68 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 | ABDAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ABDAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ABDAX vs SCLAX | |
| Ave Maria Bond Fund | 2.97% | — | Apr 2003 | ABDAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | ABDAX vs CSTAX |
Lowest Drawdown Alternatives to ABDAX
ABDAX has a 1-year max drawdown of -4.81%. There are 113 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 | ABDAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ABDAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ABDAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ABDAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ABDAX vs CSTAX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 94 | 49.58% | — | Jun 1983 | ABDAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 87 | 11.64% | — | Mar 1998 | ABDAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 87 | 11.73% | — | Nov 2012 | ABDAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 86 | 11.51% | — | Nov 2002 | ABDAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 93 | 48.54% | — | May 1994 | ABDAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 42 | 21.16% | — | Nov 2000 | ABDAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 43 | 21.32% | — | Nov 2000 | ABDAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 42 | 10.13% | — | Dec 1992 | ABDAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 47 | 6.54% | — | Sep 1991 | ABDAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.68% | — | Mar 2008 | ABDAX vs COSZX |
Often Compared With ABDAX
Investors most often compare ABDAX with FCSRX, FIQDX, FSRRX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ABDAX with Any Fund or Stock
Compare ABDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABDAX with funds that move differently
Columbia Capital Allocation Conservative Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABDAX.
Explore ABDAX Diversifiers