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 a closer substitute for your current allocation.
Cheapest Alternatives to AXBAX
AXBAX charges 0.39% annually. There are 138 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 | AXBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AXBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AXBAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AXBAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | AXBAX vs FYMIX |
Best Risk-Adjusted Alternatives to AXBAX
AXBAX has a PortfoliosLab risk / return rank of 63. There are 246 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 | AXBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AXBAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | AXBAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AXBAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AXBAX vs FSRRX |
Top Performing AXBAX Alternatives (YTD)
AXBAX is at 9.28% YTD. There are 111 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | AXBAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | AXBAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | AXBAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | AXBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | AXBAX vs MHELX |
Lowest Volatility Alternatives to AXBAX
AXBAX has 11.95% 1-year volatility. There are 464 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 | AXBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | AXBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AXBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | AXBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AXBAX vs CSTAX |
Lowest Drawdown Alternatives to AXBAX
AXBAX has a 1-year max drawdown of -8.03%. There are 432 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 | AXBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AXBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AXBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AXBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AXBAX vs CSTAX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, CDDYX and span 9 categories.
Often Compared With AXBAX
Investors most often compare AXBAX with FZROX, VGT, SWPPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare AXBAX with Any Fund or Stock
Compare AXBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AXBAX with funds that move differently
Columbia Capital Allocation Aggressive Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AXBAX.
Explore AXBAX Diversifiers