Appleseed Fund (APPLX) Alternatives
Appleseed Fund (APPLX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APPLX. 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 APPLX
APPLX charges 1.14% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among APPLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | APPLX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | APPLX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | APPLX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | APPLX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | APPLX vs JNSMX |
Best Risk-Adjusted Alternatives to APPLX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | APPLX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | APPLX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | APPLX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | APPLX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | APPLX vs GIMFX |
Top Performing APPLX Alternatives (YTD)
APPLX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | APPLX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | APPLX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | APPLX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | APPLX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | APPLX vs PDRDX |
Lowest Volatility Alternatives to APPLX
APPLX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | APPLX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | APPLX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | APPLX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | APPLX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | APPLX vs NRIIX |
Lowest Drawdown Alternatives to APPLX
APPLX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | APPLX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | APPLX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | APPLX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | APPLX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | APPLX vs PDSYX |
Often Compared With APPLX
What investors most often compare with APPLX, based on PortfoliosLab usage data.
Compare APPLX with Any Fund or Stock
Compare APPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.