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 322 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FORTX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FORTX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FORTX vs FYMIX |
Best Risk-Adjusted Alternatives to FORTX
FORTX has a PortfoliosLab risk / return rank of 89. There are 26 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | FORTX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FORTX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | FORTX vs FSRKX |
Top Performing FORTX Alternatives (YTD)
FORTX is at 13.97% YTD. There are 13 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | FORTX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | FORTX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | FORTX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | FORTX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | FORTX vs DGIFX |
Lowest Volatility Alternatives to FORTX
FORTX has 9.84% 1-year volatility. There are 396 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | FORTX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FORTX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | FORTX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | FORTX vs CSTAX |
Lowest Drawdown Alternatives to FORTX
FORTX has a 1-year max drawdown of -5.51%. There are 176 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | FORTX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | FORTX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | FORTX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | FORTX vs FSRRX |
Often Compared With FORTX
Investors most often compare FORTX with QBDSX, IOEZX, DGTSX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | FORTX vs QBDSX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | FORTX vs IOEZX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | FORTX vs DGTSX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 95 | 8.65% | — | Sep 2005 | FORTX vs FSRTX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | FORTX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | FORTX vs FSIRX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 17.18% | — | Dec 2005 | FORTX vs SMIFX |
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