BATAX Alternatives & Similar Mutual Funds

BlackRock Allocation Target Shares Series A Portfolio (BATAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BATAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BATAX

BATAX charges 0.00% annually. No mutual funds in the Short-Term Bond category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	BATAX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	BATAX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	BATAX vs FUMBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	BATAX vs VBIRX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	BATAX vs VSCSX

Best Risk-Adjusted Alternatives to BATAX

BATAX has a PortfoliosLab risk / return rank of 98. There are 6 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	BATAX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	BATAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	BATAX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	BATAX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	BATAX vs DLDFX

Top Performing BATAX Alternatives (YTD)

BATAX is at 2.11% YTD. There are 6 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.09%	—	Apr 2011	BATAX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.65%	—	Jul 2005	BATAX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.40%	—	Jul 2016	BATAX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	2.33%	—	Jul 2016	BATAX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	2.29%	—	Nov 2013	BATAX vs DFAIX

Lowest Volatility Alternatives to BATAX

BATAX has 1.98% 1-year volatility. There are 67 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.73%	—	Jun 1996	BATAX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	BATAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	BATAX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	BATAX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.12%	—	Mar 2009	BATAX vs DFEQX

Lowest Drawdown Alternatives to BATAX

BATAX has a 1-year max drawdown of -0.94%. There are 18 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	BATAX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	BATAX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	BATAX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	BATAX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	BATAX vs DHEIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	BATAX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	BATAX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	BATAX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	BATAX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	BATAX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	BATAX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	BATAX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	BATAX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	BATAX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	BATAX vs BRHYX

Often Compared With BATAX

Investors most often compare BATAX with GILHX, PBSMX, JMSIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GILHX	Guggenheim Limited Duration Fund	Short-Term Bond	91	1.00%	—	Dec 2013	BATAX vs GILHX
PBSMX	PGIM Short-Term Corporate Bond Fund	Short-Term Bond	48	0.25%	—	Sep 1989	BATAX vs PBSMX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	BATAX vs JMSIX
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	82	1.44%	—	Dec 2014	BATAX vs RCTIX
VCSH	Vanguard Short-Term Corporate Bond ETF	Corporate Bonds	72	0.92%	51.90B	Nov 2009	BATAX vs VCSH
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	61	1.71%	—	Mar 2006	BATAX vs CMFIX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	96	1.02%	—	Sep 2011	BATAX vs DBLSX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	BATAX vs STBFX
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	88	1.00%	—	Sep 1994	BATAX vs MSTDX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	34	0.00%	—	Mar 1994	BATAX vs VBISX
HOBEX	Holbrook Income Fund	Short-Term Bond	96	1.98%	—	Jul 2016	BATAX vs HOBEX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	92	1.24%	—	Dec 2020	BATAX vs TSDLX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	57	9.93%	29.90B	Sep 1994	BATAX vs VTCLX
LDLVX	Lord Abbett Short Duration Income Fund Class R6	Short-Term Bond	76	0.71%	—	Oct 2004	BATAX vs LDLVX
JNSTX	Janus Henderson Short Duration Flexible Bond Fund	Short-Term Bond	75	1.14%	—	Sep 1992	BATAX vs JNSTX
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	5	-1.90%	—	Sep 1994	BATAX vs SIBPX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	67	10.47%	—	Jul 2010	BATAX vs ASFYX
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	36	0.05%	—	Feb 2017	BATAX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	Short-Term Bond	74	0.52%	—	Aug 2015	BATAX vs TNSHX
FLDAX	Franklin Low Duration Total Return Fund	Short-Term Bond	72	0.61%	—	Nov 2004	BATAX vs FLDAX

Compare BATAX with Any Fund or Stock

Compare BATAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair BATAX with funds that move differently

BlackRock Allocation Target Shares Series A Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BATAX.

Explore BATAX Diversifiers

BlackRock Allocation Target Shares Series A Portfolio (BATAX) Alternatives