Columbia Capital Allocation Moderate Portfolio (ABUAX) 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 ABUAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABUAX
ABUAX charges 0.38% annually. There are 136 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 | ABUAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ABUAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ABUAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ABUAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ABUAX vs FYMIX |
Best Risk-Adjusted Alternatives to ABUAX
ABUAX has a PortfoliosLab risk / return rank of 60. There are 320 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 | ABUAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ABUAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ABUAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | ABUAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ABUAX vs AYBLX |
Top Performing ABUAX Alternatives (YTD)
ABUAX is at 6.65% YTD. There are 283 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | ABUAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | ABUAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | ABUAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | ABUAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | ABUAX vs TIBIX |
Lowest Volatility Alternatives to ABUAX
ABUAX has 8.76% 1-year volatility. There are 283 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 | ABUAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ABUAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ABUAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ABUAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ABUAX vs CSTAX |
Lowest Drawdown Alternatives to ABUAX
ABUAX has a 1-year max drawdown of -6.76%. There are 323 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 | ABUAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ABUAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ABUAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ABUAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ABUAX 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 | ABUAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 89 | 11.64% | — | Mar 1998 | ABUAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 89 | 11.73% | — | Nov 2012 | ABUAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 88 | 11.51% | — | Nov 2002 | ABUAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | ABUAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 24.54% | — | Nov 2000 | ABUAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 24.70% | — | Nov 2000 | ABUAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 51 | 10.85% | — | Dec 1992 | ABUAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 57 | 7.02% | — | Sep 1991 | ABUAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 51 | 7.42% | — | Mar 2008 | ABUAX vs COSZX |
Often Compared With ABUAX
Investors most often compare ABUAX with QQQ, BWBIX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ABUAX with Any Fund or Stock
Compare ABUAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABUAX with funds that move differently
Columbia Capital Allocation Moderate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABUAX.
Explore ABUAX Diversifiers