Crawford Multi-Asset Income Fund (CMALX) 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 CMALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMALX
CMALX charges 1.00% annually. There are 414 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 | CMALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CMALX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CMALX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CMALX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CMALX vs FYMIX |
Best Risk-Adjusted Alternatives to CMALX
CMALX has a PortfoliosLab risk / return rank of 66. There are 227 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 | CMALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CMALX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CMALX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | CMALX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CMALX vs FSRRX |
Top Performing CMALX Alternatives (YTD)
CMALX is at 9.01% YTD. There are 108 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 | CMALX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CMALX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | CMALX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | CMALX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | CMALX vs BRUFX |
Lowest Volatility Alternatives to CMALX
CMALX has 6.29% 1-year volatility. There are 117 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 | CMALX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | CMALX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CMALX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | CMALX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CMALX vs CSTAX |
Lowest Drawdown Alternatives to CMALX
CMALX has a 1-year max drawdown of -4.49%. There are 93 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 | CMALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CMALX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CMALX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CMALX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CMALX vs CSTAX |
Other Mutual Funds from Crawford
The 2 most viewed Crawford mutual funds shown here include CDGIX, CDOFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crawford Large Cap Dividend Fund | Large Cap Blend Equities | 19 | 4.55% | — | Jan 2004 | CMALX vs CDGIX | |
| Crawford Small Cap Dividend Fund | Small Cap Blend Equities | 32 | 15.76% | — | Sep 2012 | CMALX vs CDOFX |
Often Compared With CMALX
Investors most often compare CMALX with FIQDX, PUDZX, AAAAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CMALX with Any Fund or Stock
Compare CMALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMALX with funds that move differently
Crawford Multi-Asset Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMALX.
Explore CMALX Diversifiers