Dimensional Managed Account Fund (DMA) Alternatives
Dimensional Managed Account Fund (DMA) 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 DMA. 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 DMA
DMA charges 0.03% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DMA alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | May 26, 2011 | DMA vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | Jan 13, 2000 | DMA vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DMA vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DMA vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DMA vs TSAIX |
Best Risk-Adjusted Alternatives to DMA
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 | DMA vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DMA vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DMA vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DMA vs NWQIX | |
| Victory Pioneer Multi-Asset Income Class R-6 | 93 | Dec 22, 2011 | DMA vs PMFKX |
Top Performing DMA Alternatives (YTD)
DMA 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 | DMA vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DMA vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DMA vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DMA vs AAAAX | |
| Canoe EIT Income Fund | 8.56% | Aug 6, 1997 | DMA vs EIT-UN.TO |
Lowest Volatility Alternatives to DMA
DMA 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 | DMA vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DMA vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DMA vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DMA vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DMA vs SICIX |
Lowest Drawdown Alternatives to DMA
DMA 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 | DMA vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DMA vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DMA vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DMA vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DMA vs SICIX |
Other Mutual Funds from Dimensional Fund Advisors
Most popular Dimensional Fund Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional High Yield Fund | High Yield Bonds | 12 | -0.19% | Jan 1, 2013 | DMA vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 3 | -2.71% | Jan 1, 2013 | DMA vs DHY | |
| Dimensional Multi-Asset Fund | Global Allocation | 12 | 0.42% | Dec 11, 2009 | DMA vs DMO | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 20 | -1.71% | May 23, 2013 | DMA vs DFP | |
| Dimensional International Core Equity Fund | International Equity | 13 | -5.70% | Jan 1, 2013 | DMA vs DIAX | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 14 | -2.99% | Jan 1, 2013 | DMA vs DMB | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 31 | -1.40% | Jan 1, 2013 | DMA vs DSM |
Often Compared With DMA
What investors most often compare with DMA, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LMP Capital and Income Fund Inc. | Diversified Portfolio | 11 | 3.21% | — | DMA vs SCD | |
| American Funds Capital Income Builder Fund Class F... | Diversified Portfolio | 80 | 0.23% | — | DMA vs CFIHX | |
| Virtus Total Return Fund | Diversified Portfolio | 81 | 7.49% | Feb 24, 2005 | DMA vs ZTR | |
| Concorde Wealth Management Fund | Diversified Portfolio | 87 | 8.18% | Dec 3, 1987 | DMA vs CONWX | |
| Catholic Responsible Investments Magnus 75/25 Fund | Diversified Portfolio | 44 | -4.31% | Dec 2, 2021 | DMA vs CMUVX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | DMA vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | DMA vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | DMA vs TPDAX |
Compare DMA with Any Fund or Stock
Compare DMA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.