Invesco Balanced-Risk Allocation Fund (ABRYX) Alternatives
Invesco Balanced-Risk Allocation Fund (ABRYX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ABRYX. 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 ABRYX
ABRYX charges 1.06% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among ABRYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | ABRYX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | ABRYX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | ABRYX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | ABRYX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | ABRYX vs GPIFX |
Best Risk-Adjusted Alternatives to ABRYX
Among mutual funds in the Tactical Allocation 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 | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | ABRYX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | ABRYX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | ABRYX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | ABRYX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | ABRYX vs MOJOX |
Top Performing ABRYX Alternatives (YTD)
ABRYX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | ABRYX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | ABRYX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | ABRYX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | ABRYX vs ABRZX | |
| Donoghue Forlines Dividend Fund | 5.35% | Nov 6, 2013 | ABRYX vs PWDIX |
Lowest Volatility Alternatives to ABRYX
ABRYX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | ABRYX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | ABRYX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | ABRYX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | ABRYX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | ABRYX vs SFHYX |
Lowest Drawdown Alternatives to ABRYX
ABRYX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | ABRYX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | ABRYX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | ABRYX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | ABRYX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | ABRYX vs HFSAX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | ABRYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | ABRYX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | ABRYX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | ABRYX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | ABRYX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | ABRYX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | ABRYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | ABRYX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | ABRYX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | ABRYX vs VVOAX |
Often Compared With ABRYX
What investors most often compare with ABRYX, based on PortfoliosLab usage data.
Compare ABRYX with Any Fund or Stock
Compare ABRYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.