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 | |
| 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 | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | BRAMX vs VBISX |
Best Risk-Adjusted Alternatives to BRAMX
BRAMX has a PortfoliosLab risk / return rank of 32. There are 117 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 | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BRAMX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BRAMX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | BRAMX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BRAMX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | BRAMX vs DBLSX |
Top Performing BRAMX Alternatives (YTD)
BRAMX is at 0.72% YTD. There are 70 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 9.75% | — | Apr 2011 | BRAMX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.76% | — | Jul 2005 | BRAMX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | BRAMX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | BRAMX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | BRAMX vs BATAX |
Lowest Volatility Alternatives to BRAMX
BRAMX has 4.16% 1-year volatility. There are 127 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | BRAMX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.06% | — | Jul 2016 | BRAMX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.08% | — | Mar 2009 | BRAMX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | BRAMX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | BRAMX vs DHEAX |
Lowest Drawdown Alternatives to BRAMX
BRAMX has a 1-year max drawdown of -3.11%. There are 125 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 DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BRAMX vs DHEAX | |
| 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 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 | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 72 | 20.41% | — | Jan 2000 | BRAMX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 6 | -3.87% | 13.70B | Feb 2004 | BRAMX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 80 | 5.93% | 11.90B | Sep 1994 | BRAMX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 69 | 11.03% | 28.60B | Sep 1994 | BRAMX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.33% | — | Jul 1993 | BRAMX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 24 | 9.37% | — | Sep 2021 | BRAMX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.57% | — | May 2011 | BRAMX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 13.24% | — | Dec 2012 | BRAMX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.53% | — | Dec 1991 | BRAMX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 68 | 14.34% | — | Jul 2010 | BRAMX vs ASFYX |
Often Compared With BRAMX
Investors most often compare BRAMX with SNSAX. These 1 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | BRAMX vs SNSAX |
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