Concorde Wealth Management Fund (CONWX) Alternatives
Concorde Wealth Management Fund (CONWX) 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 CONWX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CONWX
CONWX charges 1.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CONWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CONWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CONWX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CONWX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CONWX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CONWX vs BWBIX |
Best Risk-Adjusted Alternatives to CONWX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CONWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CONWX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CONWX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CONWX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CONWX vs PMAIX |
Top Performing CONWX Alternatives (YTD)
CONWX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CONWX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CONWX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CONWX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CONWX vs AAAAX | |
| Thornburg Investment Income Builder Fund Class I | 8.00% | Dec 24, 2002 | CONWX vs TIBIX |
Lowest Volatility Alternatives to CONWX
CONWX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CONWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CONWX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CONWX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CONWX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CONWX vs SICIX |
Lowest Drawdown Alternatives to CONWX
CONWX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CONWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CONWX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CONWX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CONWX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CONWX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With CONWX
What investors most often compare with CONWX, based on PortfoliosLab usage data.
Compare CONWX with Any Fund or Stock
Compare CONWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.