Voya Retirement Moderate Portfolio (IRMIX) 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 IRMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRMIX
IRMIX charges 0.27% annually. There are 89 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 | IRMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IRMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IRMIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | IRMIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | IRMIX vs BWBIX |
Best Risk-Adjusted Alternatives to IRMIX
IRMIX has a PortfoliosLab risk / return rank of 67. There are 214 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 | IRMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IRMIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IRMIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | IRMIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | IRMIX vs FSRRX |
Top Performing IRMIX Alternatives (YTD)
IRMIX is at 4.46% YTD. There are 394 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 | IRMIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | IRMIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | IRMIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | IRMIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | IRMIX vs BRUFX |
Lowest Volatility Alternatives to IRMIX
IRMIX has 6.68% 1-year volatility. There are 143 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 | IRMIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | IRMIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | IRMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | IRMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IRMIX vs CSTAX |
Lowest Drawdown Alternatives to IRMIX
IRMIX has a 1-year max drawdown of -4.84%. There are 114 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 | IRMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IRMIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IRMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IRMIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IRMIX vs CSTAX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 93 | 29.09% | — | Nov 1935 | IRMIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | -0.43% | — | May 2009 | IRMIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 57 | 11.24% | — | Dec 2007 | IRMIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.71% | — | Dec 1998 | IRMIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 51 | 7.81% | — | Mar 2008 | IRMIX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRMIX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 33 | 0.37% | — | Sep 2015 | IRMIX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 96 | 19.97% | — | May 2009 | IRMIX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 89 | 15.40% | — | Jan 2006 | IRMIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 0.59% | — | May 2004 | IRMIX vs IPHYX |
Often Compared With IRMIX
Investors most often compare IRMIX with FSRKX, BLNDX, MHELX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IRMIX with Any Fund or Stock
Compare IRMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRMIX with funds that move differently
Voya Retirement Moderate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRMIX.
Explore IRMIX Diversifiers