AB All Market Total Return Portfolio (ABWYX) 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 ABWYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABWYX
ABWYX charges 0.77% annually. There are 333 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 | ABWYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ABWYX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ABWYX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ABWYX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ABWYX vs BWBIX |
Best Risk-Adjusted Alternatives to ABWYX
ABWYX has a PortfoliosLab risk / return rank of 58. There are 328 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 | ABWYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ABWYX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ABWYX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | ABWYX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ABWYX vs AYBLX |
Top Performing ABWYX Alternatives (YTD)
ABWYX is at 8.23% YTD. There are 188 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 | ABWYX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | ABWYX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | ABWYX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | ABWYX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | ABWYX vs TIBIX |
Lowest Volatility Alternatives to ABWYX
ABWYX has 9.57% 1-year volatility. There are 360 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 | ABWYX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ABWYX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ABWYX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ABWYX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ABWYX vs CSTAX |
Lowest Drawdown Alternatives to ABWYX
ABWYX has a 1-year max drawdown of -7.40%. There are 388 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 | ABWYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ABWYX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ABWYX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ABWYX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ABWYX vs CSTAX |
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 | 11 | 4.57% | — | Oct 1996 | ABWYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.70% | — | Jan 1996 | ABWYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 11 | 4.75% | — | Jul 2015 | ABWYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 11 | 6.23% | — | Sep 1990 | ABWYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 85 | 2.36% | — | Aug 2010 | ABWYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 74 | 2.18% | — | Feb 1994 | ABWYX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.52% | — | Feb 1982 | ABWYX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 31 | 19.62% | — | Feb 1969 | ABWYX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.24% | — | Aug 1987 | ABWYX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 2 | -1.22% | — | Jul 1993 | ABWYX vs AWF |
Often Compared With ABWYX
Investors most often compare ABWYX with FSRRX, FSRKX, FIQDX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ABWYX with Any Fund or Stock
Compare ABWYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABWYX with funds that move differently
AB All Market Total Return Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABWYX.
Explore ABWYX Diversifiers