Alger Balanced Portfolio Fund (ABLOX) Alternatives
Alger Balanced Portfolio Fund (ABLOX) 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 ABLOX. 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 ABLOX
ABLOX charges 1.04% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ABLOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ABLOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ABLOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ABLOX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ABLOX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ABLOX vs MAANX |
Best Risk-Adjusted Alternatives to ABLOX
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 | ABLOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ABLOX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ABLOX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ABLOX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ABLOX vs PMAIX |
Top Performing ABLOX Alternatives (YTD)
ABLOX 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 | ABLOX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ABLOX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ABLOX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ABLOX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ABLOX vs CONWX |
Lowest Volatility Alternatives to ABLOX
ABLOX 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 | ABLOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ABLOX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ABLOX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ABLOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ABLOX vs SICIX |
Lowest Drawdown Alternatives to ABLOX
ABLOX 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 | ABLOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ABLOX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ABLOX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ABLOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ABLOX vs SICIX |
Other Mutual Funds from Alger
Most popular Alger mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 73 | -13.65% | Nov 8, 1993 | ABLOX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -13.66% | Nov 8, 1993 | ABLOX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 50 | -14.63% | Dec 31, 1996 | ABLOX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 71 | -4.27% | Dec 31, 1996 | ABLOX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 56 | -12.22% | Jan 9, 1989 | ABLOX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 55 | -14.35% | Jan 25, 1995 | ABLOX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 53 | -14.40% | Nov 8, 1993 | ABLOX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 42 | -15.14% | Jul 28, 1969 | ABLOX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 51 | -14.55% | Dec 29, 2010 | ABLOX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 5 | -15.06% | May 8, 2002 | ABLOX vs ALMAX |
Often Compared With ABLOX
What investors most often compare with ABLOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund® Class F-2 | Diversified Portfolio | 82 | -2.82% | Aug 5, 2008 | ABLOX vs AMBFX |
Compare ABLOX with Any Fund or Stock
Compare ABLOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.