GuidePath Multi-Asset Income Allocation Fund (GPMIX) 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 GPMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GPMIX
GPMIX charges 0.59% annually. There are 225 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 | GPMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GPMIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | GPMIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GPMIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | GPMIX vs FYMIX |
Best Risk-Adjusted Alternatives to GPMIX
GPMIX has a PortfoliosLab risk / return rank of 88. There are 39 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 | GPMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GPMIX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | GPMIX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GPMIX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | GPMIX vs FSRRX |
Top Performing GPMIX Alternatives (YTD)
GPMIX is at 8.65% YTD. There are 139 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | GPMIX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | GPMIX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | GPMIX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | GPMIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | GPMIX vs MHELX |
Lowest Volatility Alternatives to GPMIX
GPMIX has 6.67% 1-year volatility. There are 142 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 | GPMIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | GPMIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | GPMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | GPMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | GPMIX vs CSTAX |
Lowest Drawdown Alternatives to GPMIX
GPMIX has a 1-year max drawdown of -4.88%. There are 116 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 | GPMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GPMIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GPMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GPMIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GPMIX vs CSTAX |
Other Mutual Funds from GuidePath
The 5 most viewed GuidePath mutual funds shown here include GPICX, GPARX, GPIFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuidepathConservative Income Fund | Short-Term Bond | 99 | 1.48% | — | Apr 2018 | GPMIX vs GPICX | |
| GuidePath Absolute Return Allocation Fund | Short-Term Bond | 65 | 8.09% | — | Apr 2011 | GPMIX vs GPARX | |
| GuidePath Flexible Income Allocation Fund | Tactical Allocation | 85 | 1.98% | — | Aug 2012 | GPMIX vs GPIFX | |
| GuidepathGrowth and Income Fund | Large Cap Value Equities | 87 | 13.38% | — | Apr 2018 | GPMIX vs GPIGX | |
| Guidepath Income Fund | Intermediate Core-Plus Bond | 10 | -1.40% | — | Apr 2018 | GPMIX vs GPINX |
Often Compared With GPMIX
Investors most often compare GPMIX with BERIX, FCSRX, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GPMIX with Any Fund or Stock
Compare GPMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GPMIX with funds that move differently
GuidePath Multi-Asset Income Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GPMIX.
Explore GPMIX Diversifiers