Columbia Capital Allocation Aggressive Portfolio (AXBAX) Alternatives
Columbia Capital Allocation Aggressive Portfolio (AXBAX) 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 AXBAX. 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 AXBAX
AXBAX charges 0.39% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AXBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AXBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AXBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AXBAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | AXBAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AXBAX vs BWBIX |
Best Risk-Adjusted Alternatives to AXBAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | AXBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AXBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AXBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AXBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AXBAX vs PMAIX |
Top Performing AXBAX Alternatives (YTD)
AXBAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | AXBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AXBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AXBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AXBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AXBAX vs CONWX |
Lowest Volatility Alternatives to AXBAX
AXBAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | AXBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AXBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | AXBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AXBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AXBAX vs SICIX |
Lowest Drawdown Alternatives to AXBAX
AXBAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | AXBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AXBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | AXBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AXBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AXBAX vs SICIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With AXBAX
What investors most often compare with AXBAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | AXBAX vs FZROX | |
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | AXBAX vs VGT | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | AXBAX vs SWPPX | |
| American Funds American Balanced Fund Class F-3 | Diversified Portfolio | 82 | -2.79% | Jul 26, 1975 | AXBAX vs AFMBX |
Compare AXBAX with Any Fund or Stock
Compare AXBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.