BlackRock Allocation Target Shares Series S Portfolio (BRASX) 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 BRASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRASX
BRASX 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 Short-Term Bond Fund | 0.02% | — | Jun 2015 | BRASX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | BRASX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BRASX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | BRASX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | BRASX vs TNSHX |
Best Risk-Adjusted Alternatives to BRASX
BRASX has a PortfoliosLab risk / return rank of 81. There are 63 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 | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | BRASX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BRASX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BRASX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BRASX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | BRASX vs DLDFX |
Top Performing BRASX Alternatives (YTD)
BRASX is at 0.83% YTD. There are 71 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.88% | — | Apr 2011 | BRASX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | BRASX vs LCCMX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | BRASX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | BRASX vs BATAX | |
| DFA Short-Duration Real Return Portfolio | 2.19% | — | Nov 2013 | BRASX vs DFAIX |
Lowest Volatility Alternatives to BRASX
BRASX has 2.26% 1-year volatility. There are 99 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.70% | — | Jun 1996 | BRASX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | BRASX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.08% | — | Jul 2016 | BRASX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.11% | — | Mar 2009 | BRASX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | BRASX vs DHEAX |
Lowest Drawdown Alternatives to BRASX
BRASX has a 1-year max drawdown of -1.39%. There are 74 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 | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | BRASX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | BRASX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | BRASX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | BRASX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BRASX vs DHEAX |
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 | 41 | 15.39% | — | Sep 2021 | BRASX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.86% | — | Jul 1993 | BRASX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | BRASX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 65 | 11.83% | — | May 2011 | BRASX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.27% | — | Dec 1991 | BRASX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 58 | 10.47% | — | Jul 2010 | BRASX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 47 | 6.76% | — | Aug 2005 | BRASX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 47 | 32.23% | — | Apr 2000 | BRASX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 78 | 7.07% | — | Oct 2007 | BRASX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 74 | 13.41% | — | Sep 1999 | BRASX vs FAMRX |
Often Compared With BRASX
Investors most often compare BRASX with SWVXX, BCAT, FXIEX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BRASX with Any Fund or Stock
Compare BRASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRASX with funds that move differently
BlackRock Allocation Target Shares Series S Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRASX.
Explore BRASX Diversifiers