Standpoint Multi-Asset Fund Institutional (BLNDX) 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 BLNDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BLNDX
BLNDX charges 1.26% annually. There are 485 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 | BLNDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BLNDX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | BLNDX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BLNDX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BLNDX vs VTMFX |
Best Risk-Adjusted Alternatives to BLNDX
BLNDX has a PortfoliosLab risk / return rank of 87. There are 48 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 | BLNDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BLNDX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | BLNDX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BLNDX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | BLNDX vs FSRRX |
Top Performing BLNDX Alternatives (YTD)
BLNDX is at 13.52% YTD. There are 13 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 | BLNDX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | BLNDX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | BLNDX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | BLNDX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | BLNDX vs MHELX |
Lowest Volatility Alternatives to BLNDX
BLNDX has 13.00% 1-year volatility. There are 497 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 | BLNDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BLNDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | BLNDX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | BLNDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BLNDX vs CSTAX |
Lowest Drawdown Alternatives to BLNDX
BLNDX has a 1-year max drawdown of -7.24%. There are 371 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 | BLNDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BLNDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BLNDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BLNDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BLNDX vs CSTAX |
Other Mutual Funds from Standpoint
The 1 most viewed Standpoint mutual funds shown here include REMIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Investor Class | Diversified Portfolio | 86 | 13.36% | — | Dec 2019 | BLNDX vs REMIX |
Often Compared With BLNDX
Investors most often compare BLNDX with DBMF, MAFIX, QDSIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare BLNDX with Any Fund or Stock
Compare BLNDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BLNDX with funds that move differently
Standpoint Multi-Asset Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BLNDX.
Explore BLNDX Diversifiers