Abraham Fortress Fund (FORTX) 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 FORTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FORTX
FORTX charges 0.75% annually. There are 325 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 | FORTX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FORTX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FORTX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FORTX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FORTX vs BWBIX |
Best Risk-Adjusted Alternatives to FORTX
FORTX has a PortfoliosLab risk / return rank of 93. There are 9 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 | FORTX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FORTX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FORTX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FORTX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FORTX vs FSRRX |
Top Performing FORTX Alternatives (YTD)
FORTX is at 13.07% YTD. There are 17 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 | FORTX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FORTX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FORTX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FORTX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FORTX vs BRUFX |
Lowest Volatility Alternatives to FORTX
FORTX has 10.20% 1-year volatility. There are 382 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 | FORTX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FORTX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FORTX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FORTX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FORTX vs CSTAX |
Lowest Drawdown Alternatives to FORTX
FORTX has a 1-year max drawdown of -5.51%. There are 173 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 | FORTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FORTX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FORTX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FORTX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FORTX vs CSTAX |
Often Compared With FORTX
Investors most often compare FORTX with FCSRX, QBDSX, MHELX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FORTX with Any Fund or Stock
Compare FORTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FORTX with funds that move differently
Abraham Fortress Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FORTX.
Explore FORTX Diversifiers