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 473 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ITRAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ITRAX vs VTMFX | |
| 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 13. There are 523 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 | 97 | — | Dec 2009 | ITRAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | ITRAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | ITRAX vs AYBLX |
Top Performing ITRAX Alternatives (YTD)
ITRAX is at 3.81% YTD. There are 461 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | ITRAX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | ITRAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | ITRAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | ITRAX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | ITRAX vs SMIFX |
Lowest Volatility Alternatives to ITRAX
ITRAX has 14.82% 1-year volatility. There are 523 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ITRAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | ITRAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | ITRAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ITRAX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | ITRAX vs CSTAX |
Lowest Drawdown Alternatives to ITRAX
ITRAX has a 1-year max drawdown of -9.67%. There are 511 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | ITRAX vs FSRKX | |
| 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 |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 40 | 14.99% | — | Nov 1935 | ITRAX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 28 | 5.04% | — | May 2009 | ITRAX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 41 | 10.50% | — | Dec 2007 | ITRAX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 16 | 0.41% | — | Dec 1998 | ITRAX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 39 | 0.42% | — | Sep 2015 | ITRAX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 7.36% | — | Jan 2006 | ITRAX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ITRAX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 64 | 9.13% | — | Mar 2008 | ITRAX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 92 | 15.79% | — | May 2009 | ITRAX vs IRVIX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 52 | 17.52% | — | Feb 1998 | ITRAX vs VYMSX |
Often Compared With ITRAX
Investors most often compare ITRAX with IPHYX, FSRRX, IOEZX. These 12 comparison targets span 3 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