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 461 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ATLAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ATLAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ATLAX vs BWBIX |
Best Risk-Adjusted Alternatives to ATLAX
ATLAX has a PortfoliosLab risk / return rank of 40. There are 426 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 | 97 | — | Dec 2002 | ATLAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ATLAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ATLAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | ATLAX vs AOBLX |
Top Performing ATLAX Alternatives (YTD)
ATLAX is at 0.73% YTD. There are 532 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | ATLAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | ATLAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | ATLAX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | ATLAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | ATLAX vs TIBIX |
Lowest Volatility Alternatives to ATLAX
ATLAX has 5.99% 1-year volatility. There are 101 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 Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ATLAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ATLAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ATLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ATLAX vs CSTAX |
Lowest Drawdown Alternatives to ATLAX
ATLAX has a 1-year max drawdown of -4.66%. There are 104 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ATLAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ATLAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ATLAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ATLAX vs CSTAX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 78 | 26.18% | — | Nov 1935 | ATLAX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 19 | 3.47% | — | May 2009 | ATLAX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 45 | 11.24% | — | Dec 2007 | ATLAX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.25% | — | Dec 1998 | ATLAX vs IIBAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 59 | 9.87% | — | Jan 2006 | ATLAX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 56 | 9.24% | — | Mar 2008 | ATLAX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 94 | 18.50% | — | May 2009 | ATLAX vs IRVIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ATLAX vs IMCDX | |
| Voya High Yield Portfolio | High Yield Bonds | 41 | 1.17% | — | May 2004 | ATLAX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 41 | 16.52% | — | Feb 1998 | ATLAX vs VYMSX |
Often Compared With ATLAX
Investors most often compare ATLAX with FXAIX, QQQ, BERIX. These 20 comparison targets span 14 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