Pioneer Balanced ESG Fund (AYBLX) 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 AYBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AYBLX
AYBLX charges 0.65% annually. There are 270 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 | AYBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AYBLX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AYBLX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AYBLX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AYBLX vs VTMFX |
Best Risk-Adjusted Alternatives to AYBLX
AYBLX has a PortfoliosLab risk / return rank of 95. There are 4 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 | AYBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AYBLX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | AYBLX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AYBLX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AYBLX vs FSRRX |
Top Performing AYBLX Alternatives (YTD)
AYBLX is at 14.46% YTD. There are 10 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | AYBLX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | AYBLX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | AYBLX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | AYBLX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | AYBLX vs DGIFX |
Lowest Volatility Alternatives to AYBLX
AYBLX has 10.22% 1-year volatility. There are 381 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 | AYBLX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | AYBLX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | AYBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | AYBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | AYBLX vs CSTAX |
Lowest Drawdown Alternatives to AYBLX
AYBLX has a 1-year max drawdown of -6.41%. There are 275 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 | AYBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AYBLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AYBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AYBLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AYBLX vs CSTAX |
Other Mutual Funds from Amundi
The 10 most viewed Amundi mutual funds shown here include PMFYX, PMAIX, PIODX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund | Global Allocation | 94 | 8.10% | — | Dec 2011 | AYBLX vs PMFYX | |
| Pioneer Multi-Asset Income Fund A | Diversified Portfolio, Dividend | 94 | 7.98% | — | Dec 2011 | AYBLX vs PMAIX | |
| Pioneer Fund | Large Cap Blend Equities | 43 | 10.24% | — | Feb 1928 | AYBLX vs PIODX | |
| Pioneer ILS Interval Fund | High Yield Bonds | 100 | 10.56% | — | Dec 2014 | AYBLX vs XILSX | |
| Pioneer Core Equity Fund | Large Cap Blend Equities | 80 | 14.16% | — | Nov 1999 | AYBLX vs PIOTX | |
| Pioneer Disciplined Growth Fund | Large Cap Growth Equities | 30 | 11.07% | — | Dec 2005 | AYBLX vs PINDX | |
| Pioneer Securitized Income Fund | Nontraditional Bonds | 61 | 2.11% | — | Dec 2019 | AYBLX vs SYFFX | |
| Pioneer Fundamental Growth Fund | Large Cap Growth Equities | 19 | 6.47% | — | Aug 2002 | AYBLX vs PIGFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 98 | 1.87% | — | Apr 2011 | AYBLX vs MYFRX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 90 | 15.87% | — | Dec 2005 | AYBLX vs GLOSX |
Often Compared With AYBLX
Investors most often compare AYBLX with CGIOX, MHELX, FSIRX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare AYBLX with Any Fund or Stock
Compare AYBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AYBLX with funds that move differently
Pioneer Balanced ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AYBLX.
Explore AYBLX Diversifiers