BlackRock Allocation Target Shares Series M Portfolio (BRAMX) 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 BRAMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRAMX
BRAMX 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 | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | BRAMX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | BRAMX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BRAMX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | BRAMX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | BRAMX vs TNSHX |
Best Risk-Adjusted Alternatives to BRAMX
BRAMX has a PortfoliosLab risk / return rank of 38. There are 114 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BRAMX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BRAMX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BRAMX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | BRAMX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 98 | — | Sep 2015 | BRAMX vs BATAX |
Top Performing BRAMX Alternatives (YTD)
BRAMX is at 1.08% YTD. There are 34 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 6.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 6.02% | — | Apr 2011 | BRAMX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.39% | — | Jul 2005 | BRAMX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | BRAMX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.99% | — | Jul 2016 | BRAMX vs DHEIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | BRAMX vs BATAX |
Lowest Volatility Alternatives to BRAMX
BRAMX has 4.14% 1-year volatility. There are 128 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | BRAMX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | BRAMX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | BRAMX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | BRAMX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | BRAMX vs DFAIX |
Lowest Drawdown Alternatives to BRAMX
BRAMX has a 1-year max drawdown of -3.11%. There are 126 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | BRAMX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | BRAMX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BRAMX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | BRAMX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | BRAMX vs HOBEX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 35 | 11.91% | — | Sep 2021 | BRAMX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | BRAMX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | BRAMX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | BRAMX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | BRAMX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | BRAMX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | BRAMX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | BRAMX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | BRAMX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | BRAMX vs FAMRX |
Often Compared With BRAMX
Investors most often compare BRAMX with NASDX, SNSAX, VTCLX. These 7 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 55 | 15.96% | — | Jan 2000 | BRAMX vs NASDX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 88 | 1.66% | — | Nov 2003 | BRAMX vs SNSAX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 54 | 8.11% | 30.00B | Sep 1994 | BRAMX vs VTCLX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 71 | 4.54% | 12.30B | Sep 1994 | BRAMX vs VTMFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 36 | 0.16% | — | Mar 1994 | BRAMX vs VBISX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -0.53% | 13.50B | Feb 2004 | BRAMX vs VFAIX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.27% | — | Sep 2011 | BRAMX vs DBLSX |
Compare BRAMX with Any Fund or Stock
Compare BRAMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRAMX with funds that move differently
BlackRock Allocation Target Shares Series M Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRAMX.
Explore BRAMX Diversifiers