Atlas U.S. Tactical Income Fund (ATLAX) 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 ATLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATLAX
ATLAX charges 1.18% annually. There are 457 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 | ATLAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ATLAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ATLAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ATLAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ATLAX vs FYMIX |
Best Risk-Adjusted Alternatives to ATLAX
ATLAX has a PortfoliosLab risk / return rank of 46. There are 428 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 | ATLAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ATLAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | ATLAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ATLAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | ATLAX vs FSRKX |
Top Performing ATLAX Alternatives (YTD)
ATLAX is at 0.53% YTD. There are 528 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | ATLAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | ATLAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | ATLAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | ATLAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | ATLAX vs DGIFX |
Lowest Volatility Alternatives to ATLAX
ATLAX has 5.96% 1-year volatility. There are 128 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 | ATLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | ATLAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ATLAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | ATLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | ATLAX vs CSTAX |
Lowest Drawdown Alternatives to ATLAX
ATLAX has a 1-year max drawdown of -4.66%. There are 105 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 | ATLAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | ATLAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | ATLAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | ATLAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | ATLAX vs FSRRX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IEDAX, IRLNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 53 | 18.37% | — | Nov 1935 | ATLAX vs LEXCX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 37 | 8.93% | — | Dec 2007 | ATLAX vs IEDAX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 39 | 9.30% | — | May 2009 | ATLAX vs IRLNX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.53% | — | Dec 1998 | ATLAX vs IIBAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 33 | 6.84% | — | Jan 2006 | ATLAX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 75 | 11.09% | — | Mar 2008 | ATLAX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 43 | 15.34% | — | Feb 1998 | ATLAX vs VYMSX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ATLAX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 89 | 13.79% | — | May 2009 | ATLAX vs IRVIX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 55 | 11.59% | — | May 2004 | ATLAX vs INGIX |
Often Compared With ATLAX
Investors most often compare ATLAX with FXAIX, QQQ, BERIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ATLAX with Any Fund or Stock
Compare ATLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATLAX with funds that move differently
Atlas U.S. Tactical Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATLAX.
Explore ATLAX Diversifiers