American Century Investments One Choice Portfolio: Conservative (AOCIX) 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 AOCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AOCIX
AOCIX charges 0.00% annually. No mutual funds in the Diversified Portfolio category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | AOCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AOCIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AOCIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AOCIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | AOCIX vs FYMIX |
Best Risk-Adjusted Alternatives to AOCIX
AOCIX has a PortfoliosLab risk / return rank of 49. There are 390 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 | AOCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AOCIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AOCIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | AOCIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AOCIX vs FSRRX |
Top Performing AOCIX Alternatives (YTD)
AOCIX is at 4.28% YTD. There are 413 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | AOCIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | AOCIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | AOCIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | AOCIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | AOCIX vs BRUFX |
Lowest Volatility Alternatives to AOCIX
AOCIX has 6.13% 1-year volatility. There are 105 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 | AOCIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | AOCIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AOCIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | AOCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AOCIX vs CSTAX |
Lowest Drawdown Alternatives to AOCIX
AOCIX has a 1-year max drawdown of -5.10%. There are 140 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 | AOCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AOCIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AOCIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AOCIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AOCIX vs CSTAX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.
Often Compared With AOCIX
Investors most often compare AOCIX with AOMIX, BULIX, BWBIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AOCIX with Any Fund or Stock
Compare AOCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AOCIX with funds that move differently
American Century Investments One Choice Portfolio: Conservative alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AOCIX.
Explore AOCIX Diversifiers