DWS Global Income Builder Fund (KTRAX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KTRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KTRAX
KTRAX charges 0.89% annually. There are 37 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | KTRAX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | KTRAX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | KTRAX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | KTRAX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | KTRAX vs JNSMX |
Best Risk-Adjusted Alternatives to KTRAX
KTRAX has a PortfoliosLab risk / return rank of 71. There are 25 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | KTRAX vs TIBAX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | KTRAX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | KTRAX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | KTRAX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | KTRAX vs GBMFX |
Top Performing KTRAX Alternatives (YTD)
KTRAX is at 9.80% YTD. There are 28 mutual funds in the Global Allocation category with higher YTD returns, going as high as 26.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 26.59% | — | Jun 2007 | KTRAX vs CHW | |
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | KTRAX vs CGO | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | KTRAX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | KTRAX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | KTRAX vs TIBAX |
Lowest Volatility Alternatives to KTRAX
KTRAX has 8.65% 1-year volatility. There are 41 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | KTRAX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | KTRAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | KTRAX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | KTRAX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | KTRAX vs NRIIX |
Lowest Drawdown Alternatives to KTRAX
KTRAX has a 1-year max drawdown of -7.36%. There are 48 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | KTRAX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | KTRAX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | KTRAX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | KTRAX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | KTRAX vs WMRIX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, SCDGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 46 | 10.64% | — | Jul 2007 | KTRAX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 72 | 29.66% | — | Sep 1948 | KTRAX vs KTCAX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 76 | 12.07% | — | May 1929 | KTRAX vs SCDGX | |
| DWS RREEF Real Assets Fund | Global Allocation | 48 | 10.77% | — | Jul 2007 | KTRAX vs AAAZX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 84 | 33.80% | — | May 1996 | KTRAX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 15 | 8.60% | — | Jul 1986 | KTRAX vs SCOBX | |
| DWS S&P 500 Index Fund | S&P 500 | 73 | 11.60% | — | Aug 1997 | KTRAX vs SCPIX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 16 | 7.91% | — | Jul 2000 | KTRAX vs SCGSX | |
| DWS Global High Income Fund | High Yield Bonds | 76 | 1.59% | — | Mar 1998 | KTRAX vs MGHYX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 51 | 8.99% | — | Jun 1953 | KTRAX vs SCINX |
Often Compared With KTRAX
Investors most often compare KTRAX with PALAX, RAPZX, BTIIX. These 4 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Global Allocation Fund | Global Allocation | 79 | 9.67% | — | Sep 1998 | KTRAX vs PALAX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | KTRAX vs RAPZX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 73 | 11.63% | — | Dec 1992 | KTRAX vs BTIIX | |
| DWS CROCI Equity Dividend Fd | Large Cap Value Equities | 26 | 11.60% | — | Mar 1988 | KTRAX vs KDHAX |
Compare KTRAX with Any Fund or Stock
Compare KTRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KTRAX with funds that move differently
DWS Global Income Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KTRAX.
Explore KTRAX Diversifiers