The AB Portfolios - AB Sustainable Thematic Balanced Portfolio (ABPYX) 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 ABPYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABPYX
ABPYX charges 0.71% annually. There are 303 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 | ABPYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ABPYX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ABPYX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ABPYX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ABPYX vs BWBIX |
Best Risk-Adjusted Alternatives to ABPYX
ABPYX has a PortfoliosLab risk / return rank of 16. There are 514 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 | ABPYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ABPYX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ABPYX vs NWQIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | ABPYX vs FIQDX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | ABPYX vs EKBAX |
Top Performing ABPYX Alternatives (YTD)
ABPYX is at 3.43% YTD. There are 483 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.16% | — | Jan 1998 | ABPYX vs EKBAX | |
| Greenspring Fund | 22.20% | — | Jun 1983 | ABPYX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.36% | — | Aug 1998 | ABPYX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.02% | — | Dec 2002 | ABPYX vs TIBIX | |
| Sound Mind Investing Fund | 16.98% | — | Dec 2005 | ABPYX vs SMIFX |
Lowest Volatility Alternatives to ABPYX
ABPYX has 8.85% 1-year volatility. There are 354 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 | ABPYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | ABPYX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ABPYX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | ABPYX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | ABPYX vs CSTAX |
Lowest Drawdown Alternatives to ABPYX
ABPYX has a 1-year max drawdown of -9.17%. There are 496 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 | ABPYX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | ABPYX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | ABPYX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | ABPYX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | ABPYX vs FSIRX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 4.69% | — | Oct 1996 | ABPYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 14 | 4.80% | — | Jan 1996 | ABPYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 14 | 4.85% | — | Jul 2015 | ABPYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 14 | 6.83% | — | Sep 1990 | ABPYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 67 | 2.04% | — | Aug 2010 | ABPYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 68 | 1.78% | — | Feb 1994 | ABPYX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 18 | 0.31% | — | Aug 1987 | ABPYX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 28 | 18.82% | — | Feb 1969 | ABPYX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -2.42% | — | Jul 1993 | ABPYX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 7 | 4.84% | — | Feb 1982 | ABPYX vs ALTFX |
Often Compared With ABPYX
Investors most often compare ABPYX with BLNDX, FSRRX, FSRTX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 77 | 16.57% | — | Dec 2019 | ABPYX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.58% | — | Sep 2005 | ABPYX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.53% | — | Sep 2005 | ABPYX vs FSRTX |
Compare ABPYX with Any Fund or Stock
Compare ABPYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABPYX with funds that move differently
The AB Portfolios - AB Sustainable Thematic Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABPYX.
Explore ABPYX Diversifiers