BTBFX Alternatives & Similar Mutual Funds

Boston Trust Asset Management Fund (BTBFX) 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 BTBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BTBFX

BTBFX charges 0.83% annually. There are 350 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	BTBFX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	BTBFX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	BTBFX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	BTBFX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	BTBFX vs FYMIX

Best Risk-Adjusted Alternatives to BTBFX

BTBFX has a PortfoliosLab risk / return rank of 24. There are 504 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	BTBFX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	BTBFX vs TIBIX
EKBAX	Allspring Diversified Capital Builder Fund	97	—	Jan 1998	BTBFX vs EKBAX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	BTBFX vs NWQIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	96	—	Sep 2005	BTBFX vs FSRKX

Top Performing BTBFX Alternatives (YTD)

BTBFX is at 2.69% YTD. There are 506 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	36.56%	—	Jan 1998	BTBFX vs EKBAX
GRSPX	Greenspring Fund	21.59%	—	Jun 1983	BTBFX vs GRSPX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.96%	—	Dec 2002	BTBFX vs TIBIX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.65%	—	Aug 1998	BTBFX vs MHELX
DGIFX	Disciplined Growth Investors Fund	17.45%	—	Aug 2011	BTBFX vs DGIFX

Lowest Volatility Alternatives to BTBFX

BTBFX has 7.56% 1-year volatility. There are 208 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	BTBFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.63%	—	Apr 2012	BTBFX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	BTBFX vs SICIX
AVEFX	Ave Maria Bond Fund	2.93%	—	Apr 2003	BTBFX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.03%	—	Sep 2012	BTBFX vs CSTAX

Lowest Drawdown Alternatives to BTBFX

BTBFX has a 1-year max drawdown of -6.67%. There are 316 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	BTBFX vs STDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-1.93%	—	Sep 2005	BTBFX vs FSRKX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.94%	—	Oct 2018	BTBFX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.99%	—	Sep 2005	BTBFX vs FCSRX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	-2.05%	—	Sep 2005	BTBFX vs FSIRX

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

Often Compared With BTBFX

Investors most often compare BTBFX with IOEZX, BLNDX, DGTSX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IOEZX	ICON Equity Income Fund	Diversified Portfolio	70	13.83%	—	May 2004	BTBFX vs IOEZX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	75	17.17%	—	Dec 2019	BTBFX vs BLNDX
DGTSX	DFA Global Allocation 25/75 Portfolio	Diversified Portfolio	89	4.30%	—	Dec 2003	BTBFX vs DGTSX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	96	8.69%	—	Sep 2005	BTBFX vs FSRRX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	89	13.05%	—	Dec 2010	BTBFX vs PUDZX

Compare BTBFX with Any Fund or Stock

Compare BTBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair BTBFX with funds that move differently

Boston Trust Asset Management Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTBFX.

Explore BTBFX Diversifiers

Boston Trust Asset Management Fund (BTBFX) Alternatives