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 166 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 Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CAAMX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CAAMX vs BWBIX |
Best Risk-Adjusted Alternatives to CAAMX
CAAMX has a PortfoliosLab risk / return rank of 67. There are 211 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 | 96 | — | Dec 2009 | CAAMX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | CAAMX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CAAMX vs FSRRX |
Top Performing CAAMX Alternatives (YTD)
CAAMX is at 5.72% YTD. There are 312 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 | CAAMX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CAAMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | CAAMX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | CAAMX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | CAAMX vs BRUFX |
Lowest Volatility Alternatives to CAAMX
CAAMX has 7.18% 1-year volatility. There are 163 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 | CAAMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | CAAMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CAAMX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | CAAMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CAAMX vs CSTAX |
Lowest Drawdown Alternatives to CAAMX
CAAMX has a 1-year max drawdown of -4.68%. There are 105 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 | |
| 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CAAMX vs CSTAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | CAAMX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | CAAMX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | CAAMX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | CAAMX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | CAAMX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | CAAMX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | CAAMX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | CAAMX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | CAAMX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | CAAMX vs VADDX |
Often Compared With CAAMX
Investors most often compare CAAMX with OLN, WWWEX, BERIX. 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