Lord Abbett Multi-Asset Income Fund (ISFYX) 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 ISFYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ISFYX
ISFYX charges 0.24% annually. There are 75 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 | ISFYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ISFYX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ISFYX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ISFYX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ISFYX vs VTMFX |
Best Risk-Adjusted Alternatives to ISFYX
ISFYX has a PortfoliosLab risk / return rank of 59. There are 276 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 | ISFYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | ISFYX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ISFYX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | ISFYX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | ISFYX vs AOBLX |
Top Performing ISFYX Alternatives (YTD)
ISFYX is at 4.27% YTD. There are 440 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | ISFYX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | ISFYX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | ISFYX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | ISFYX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | ISFYX vs TIBIX |
Lowest Volatility Alternatives to ISFYX
ISFYX has 5.92% 1-year volatility. There are 96 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 | ISFYX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | ISFYX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | ISFYX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ISFYX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | ISFYX vs CSTAX |
Lowest Drawdown Alternatives to ISFYX
ISFYX has a 1-year max drawdown of -4.70%. There are 109 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 | ISFYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ISFYX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ISFYX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ISFYX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ISFYX vs CSTAX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 76 | 0.93% | — | Oct 2004 | ISFYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | ISFYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.37% | — | May 2020 | ISFYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 13.08% | — | Jan 1950 | ISFYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.47% | — | Apr 2020 | ISFYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.16% | — | Mar 1971 | ISFYX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 14 | 8.81% | — | Jun 2011 | ISFYX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.81% | — | Dec 1998 | ISFYX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | ISFYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 59 | 13.15% | — | Jun 1983 | ISFYX vs LAVLX |
Often Compared With ISFYX
Investors most often compare ISFYX with FYMIX, BWBIX, FCSRX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ISFYX with Any Fund or Stock
Compare ISFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ISFYX with funds that move differently
Lord Abbett Multi-Asset Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ISFYX.
Explore ISFYX Diversifiers