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 352 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 | BTBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BTBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BTBFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | BTBFX vs VBAIX | |
| 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 34. There are 469 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 | BTBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BTBFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BTBFX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | BTBFX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | BTBFX vs FSRRX |
Top Performing BTBFX Alternatives (YTD)
BTBFX is at 5.12% YTD. There are 345 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | BTBFX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | BTBFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | BTBFX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | BTBFX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | BTBFX vs BRUFX |
Lowest Volatility Alternatives to BTBFX
BTBFX has 8.01% 1-year volatility. There are 206 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 | BTBFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | BTBFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | BTBFX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | BTBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BTBFX vs CSTAX |
Lowest Drawdown Alternatives to BTBFX
BTBFX has a 1-year max drawdown of -6.67%. There are 314 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 | BTBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BTBFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BTBFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BTBFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BTBFX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With BTBFX
Investors most often compare BTBFX with ASFYX, PUDZX, BWBIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BTBFX with Any Fund or Stock
Compare BTBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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