GuidePath Conservative Allocation Fund (GPTCX) 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 GPTCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GPTCX
GPTCX charges 0.45% annually. There are 168 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 | GPTCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GPTCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GPTCX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | GPTCX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | GPTCX vs BWBIX |
Best Risk-Adjusted Alternatives to GPTCX
GPTCX has a PortfoliosLab risk / return rank of 69. There are 179 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 | GPTCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GPTCX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GPTCX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | GPTCX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | GPTCX vs FSRRX |
Top Performing GPTCX Alternatives (YTD)
GPTCX is at 5.00% YTD. There are 354 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 | GPTCX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | GPTCX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | GPTCX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | GPTCX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | GPTCX vs BRUFX |
Lowest Volatility Alternatives to GPTCX
GPTCX has 6.44% 1-year volatility. There are 130 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 | GPTCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | GPTCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | GPTCX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | GPTCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | GPTCX vs CSTAX |
Lowest Drawdown Alternatives to GPTCX
GPTCX has a 1-year max drawdown of -5.14%. There are 143 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 | GPTCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GPTCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GPTCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GPTCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GPTCX vs CSTAX |
Other Mutual Funds from GuideMark
The 7 most viewed GuideMark mutual funds shown here include GMLGX, GMWEX, GMSMX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuideMark Large Cap Core Fund | Large Cap Blend Equities | 50 | 8.46% | — | Jun 2001 | GPTCX vs GMLGX | |
| GuideMark World ex-US Fund | Foreign Large Cap Equities | 67 | 11.14% | — | Jun 2001 | GPTCX vs GMWEX | |
| GuideMark Small/Mid Cap Core Fund | Small Cap Blend Equities | 71 | 19.45% | — | Jun 2001 | GPTCX vs GMSMX | |
| GuidePath Growth Allocation Fund | Global Equities | 50 | 9.55% | — | Apr 2011 | GPTCX vs GPSTX | |
| GuideMark Emerging Markets Fund | Emerging Markets Equities | 48 | 16.84% | — | Jun 2001 | GPTCX vs GMLVX | |
| GuidePath Tactical Allocation Fund | Tactical Allocation | 32 | 5.98% | — | Apr 2011 | GPTCX vs GPTUX | |
| GuideMark Core Fixed Income Fund | Intermediate Core Bond | 14 | -0.93% | — | Jun 2001 | GPTCX vs GMCOX |
Often Compared With GPTCX
Investors most often compare GPTCX with SMH, SPY, VONG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GPTCX with Any Fund or Stock
Compare GPTCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GPTCX with funds that move differently
GuidePath Conservative Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GPTCX.
Explore GPTCX Diversifiers