Invesco Select Risk: Moderately Conservative Investor Fund (CAAMX) 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 CAAMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAAMX
CAAMX charges 0.44% annually. There are 167 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 | CAAMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CAAMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CAAMX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CAAMX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CAAMX vs FYMIX |
Best Risk-Adjusted Alternatives to CAAMX
CAAMX has a PortfoliosLab risk / return rank of 68. There are 194 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 | CAAMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CAAMX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CAAMX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | CAAMX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CAAMX vs AYBLX |
Top Performing CAAMX Alternatives (YTD)
CAAMX is at 6.90% YTD. There are 252 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | CAAMX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | CAAMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | CAAMX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | CAAMX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | CAAMX vs SMIFX |
Lowest Volatility Alternatives to CAAMX
CAAMX has 7.01% 1-year volatility. There are 164 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CAAMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | CAAMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CAAMX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CAAMX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | CAAMX vs CSTAX |
Lowest Drawdown Alternatives to CAAMX
CAAMX has a 1-year max drawdown of -4.68%. There are 107 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 | CAAMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CAAMX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | CAAMX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CAAMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CAAMX vs SICIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 70 | 20.62% | — | Oct 2020 | CAAMX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 9.99% | — | — | CAAMX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -2.24% | — | Jul 1983 | CAAMX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 22.51% | — | Jun 2001 | CAAMX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 15 | 9.88% | — | Jun 2005 | CAAMX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 60 | 9.89% | — | Oct 1968 | CAAMX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 38 | 6.00% | — | Feb 1988 | CAAMX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 87 | 31.37% | — | Jun 1999 | CAAMX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 61 | 6.48% | — | Aug 1960 | CAAMX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 10.72% | — | Dec 1969 | CAAMX vs OPPAX |
Often Compared With CAAMX
Investors most often compare CAAMX with OLN, BWBIX, WWWEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CAAMX with Any Fund or Stock
Compare CAAMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAAMX with funds that move differently
Invesco Select Risk: Moderately Conservative Investor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAAMX.
Explore CAAMX Diversifiers