VY® T. Rowe Price Capital Appreciation Portfolio (ITRAX) 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 ITRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ITRAX
ITRAX charges 1.24% annually. There are 476 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 | ITRAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ITRAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | ITRAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ITRAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ITRAX vs FYMIX |
Best Risk-Adjusted Alternatives to ITRAX
ITRAX has a PortfoliosLab risk / return rank of 14. There are 530 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 | ITRAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ITRAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ITRAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | ITRAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | ITRAX vs FSRRX |
Top Performing ITRAX Alternatives (YTD)
ITRAX is at 4.86% YTD. There are 367 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 | ITRAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | ITRAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | ITRAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | ITRAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | ITRAX vs BRUFX |
Lowest Volatility Alternatives to ITRAX
ITRAX has 14.76% 1-year volatility. There are 522 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 | ITRAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | ITRAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | ITRAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | ITRAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ITRAX vs CSTAX |
Lowest Drawdown Alternatives to ITRAX
ITRAX has a 1-year max drawdown of -9.67%. There are 510 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 | ITRAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ITRAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ITRAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ITRAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ITRAX 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 | ITRAX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | -0.43% | — | May 2009 | ITRAX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 57 | 11.24% | — | Dec 2007 | ITRAX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.71% | — | Dec 1998 | ITRAX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 51 | 7.81% | — | Mar 2008 | ITRAX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ITRAX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 33 | 0.37% | — | Sep 2015 | ITRAX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 96 | 19.97% | — | May 2009 | ITRAX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 89 | 15.40% | — | Jan 2006 | ITRAX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 0.59% | — | May 2004 | ITRAX vs IPHYX |
Often Compared With ITRAX
Investors most often compare ITRAX with FSRKX, FIQDX, QBDSX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ITRAX with Any Fund or Stock
Compare ITRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ITRAX with funds that move differently
VY® T. Rowe Price Capital Appreciation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITRAX.
Explore ITRAX Diversifiers