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
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	BATAX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	BATAX vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	BATAX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	BATAX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	BATAX vs VBISX

Best Risk-Adjusted Alternatives to BATAX

BATAX has a PortfoliosLab risk / return rank of 96. There are 7 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	BATAX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	BATAX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	BATAX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	BATAX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	BATAX vs DBLSX

Top Performing BATAX Alternatives (YTD)

BATAX is at 1.87% YTD. There are 4 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	BATAX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	BATAX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	BATAX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	BATAX vs HOBEX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	1.86%	—	Nov 2003	BATAX vs SNSAX

Lowest Volatility Alternatives to BATAX

BATAX has 2.04% 1-year volatility. There are 69 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	BATAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	BATAX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	BATAX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	BATAX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	BATAX vs DHEAX

Lowest Drawdown Alternatives to BATAX

BATAX has a 1-year max drawdown of -0.94%. There are 16 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	BATAX vs HOBEX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	BATAX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	BATAX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	BATAX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	BATAX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	BATAX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	BATAX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	BATAX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	BATAX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	BATAX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	BATAX vs ASFYX

Often Compared With BATAX

Investors most often compare BATAX with GILHX, JMSIX, RCTIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GILHX	Guggenheim Limited Duration Fund	Short-Term Bond	88	0.98%	—	Dec 2013	BATAX vs GILHX
JMSIX	JPMorgan Income Fund	Multisector Bonds	80	1.35%	—	Jun 2014	BATAX vs JMSIX
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	74	0.71%	—	Dec 2014	BATAX vs RCTIX
PBSMX	PGIM Short-Term Corporate Bond Fund	Short-Term Bond	55	0.50%	—	Sep 1989	BATAX vs PBSMX
VCSH	Vanguard Short-Term Corporate Bond ETF	Corporate Bonds	74	0.64%	49.50B	Nov 2009	BATAX vs VCSH
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	BATAX vs DLDFX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	BATAX vs TSDLX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	71	0.90%	—	Mar 2006	BATAX vs CMFIX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	BATAX vs STBFX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	22	0.25%	—	Aug 2005	BATAX vs BDJ
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	BATAX vs DFCFX
JNSTX	Janus Henderson Short Duration Flexible Bond Fund	Short-Term Bond	68	1.13%	—	Sep 1992	BATAX vs JNSTX
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	10	-0.75%	—	Sep 1994	BATAX vs SIBPX
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	87	0.84%	—	Sep 1994	BATAX vs MSTDX
RSDIX	RBC Short Duration Fixed Income Fund	Short-Term Bond	3	-2.27%	—	Dec 2013	BATAX vs RSDIX
ASHAX	Virtus Newfleet Short Duration High Income Fund Cl...	Short-Term Bond	79	1.65%	—	Feb 2017	BATAX vs ASHAX
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	20	-0.01%	—	Oct 2004	BATAX vs SEACX
PYSGX	Payden Strategic Income Fund	Short-Term Bond	75	0.83%	—	May 2014	BATAX vs PYSGX
LDLVX	Lord Abbett Short Duration Income Fund Class R6	Short-Term Bond	72	0.82%	—	Oct 2004	BATAX vs LDLVX
FLDAX	Franklin Low Duration Total Return Fund	Short-Term Bond	68	0.71%	—	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