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 a closer substitute for your current allocation.
Cheapest Alternatives to ABRYX
ABRYX charges 1.06% annually. There are 21 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ABRYX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ABRYX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | ABRYX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | ABRYX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | ABRYX vs GPIFX |
Best Risk-Adjusted Alternatives to ABRYX
ABRYX has a PortfoliosLab risk / return rank of 89. There are 9 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | ABRYX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | ABRYX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | ABRYX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | ABRYX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | ABRYX vs MOJOX |
Top Performing ABRYX Alternatives (YTD)
ABRYX is at 17.84% YTD. There are 7 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | ABRYX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | ABRYX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | ABRYX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | ABRYX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | ABRYX vs QMLFX |
Lowest Volatility Alternatives to ABRYX
ABRYX has 9.29% 1-year volatility. There are 33 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | ABRYX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | ABRYX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | ABRYX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | ABRYX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | ABRYX vs HFSAX |
Lowest Drawdown Alternatives to ABRYX
ABRYX has a 1-year max drawdown of -4.22%. There are 10 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | ABRYX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | ABRYX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | ABRYX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | ABRYX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | ABRYX vs HSTRX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | ABRYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | ABRYX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | ABRYX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | ABRYX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | ABRYX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | ABRYX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | ABRYX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | ABRYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | ABRYX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | ABRYX vs OPPAX |
Often Compared With ABRYX
Investors most often compare ABRYX with RPAR, GAL, QQQ. These 20 comparison targets span 4 categories, 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.
Pair ABRYX with funds that move differently
Invesco Balanced-Risk Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABRYX.
Explore ABRYX Diversifiers