Dimensional Multi-Asset Fund (DMO) Alternatives
Dimensional Multi-Asset Fund (DMO) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DMO. 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 DMO
DMO charges 0.04% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among DMO alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Voya Global Advantage and Premium Opportunity Fund | 0.01% | Oct 26, 2005 | DMO vs IGA | |
| Highland Global Allocation Fund | 0.02% | Jan 5, 1998 | DMO vs HGLB | |
| Lazard Global Total Return and Income Fund | 0.02% | Apr 28, 2004 | DMO vs LGI | |
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | DMO vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | DMO vs GGSIX |
Best Risk-Adjusted Alternatives to DMO
Among mutual funds in the Global Allocation 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | DMO vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | DMO vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | DMO vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | DMO vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | DMO vs GIMFX |
Top Performing DMO Alternatives (YTD)
DMO alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | DMO vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | DMO vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | DMO vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | DMO vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | DMO vs PDRDX |
Lowest Volatility Alternatives to DMO
DMO alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | DMO vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | DMO vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | DMO vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | DMO vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | DMO vs NRIIX |
Lowest Drawdown Alternatives to DMO
DMO alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | DMO vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | DMO vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | DMO vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | DMO vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | DMO vs PDSYX |
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 | DMO vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 3 | -2.71% | Jan 1, 2013 | DMO vs DHY | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 20 | -1.71% | May 23, 2013 | DMO vs DFP | |
| Dimensional International Core Equity Fund | International Equity | 13 | -5.70% | Jan 1, 2013 | DMO vs DIAX | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 14 | -2.99% | Jan 1, 2013 | DMO vs DMB | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 31 | -1.40% | Jan 1, 2013 | DMO vs DSM | |
| Dimensional Managed Account Fund | Diversified Portfolio | 20 | -5.96% | Mar 16, 2012 | DMO vs DMA |
Often Compared With DMO
What investors most often compare with DMO, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Total Return Fund Class I | Global Allocation | 77 | -10.19% | Sep 28, 2001 | DMO vs TTMIX |
Compare DMO with Any Fund or Stock
Compare DMO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.