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 38 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 68. There are 47 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 | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | KTRAX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | KTRAX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | KTRAX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | KTRAX vs PDSYX |
Top Performing KTRAX Alternatives (YTD)
KTRAX is at 7.88% YTD. There are 44 mutual funds in the Global Allocation category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 18.98% | — | Dec 2002 | KTRAX vs TIBAX | |
| Calamos Global Total Return Fund | 17.25% | — | Oct 2005 | KTRAX vs CGO | |
| Calamos Global Dynamic Income Fund | 16.99% | — | Jun 2007 | KTRAX vs CHW | |
| Wilmington Real Asset Fund | 16.46% | — | Jun 2003 | KTRAX vs WMRIX | |
| Nuveen Multi-Asset Income Fund | 15.72% | — | Nov 2021 | KTRAX vs NMAI |
Lowest Volatility Alternatives to KTRAX
KTRAX has 9.28% 1-year volatility. There are 40 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | KTRAX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.42% | — | Dec 2017 | KTRAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | — | Mar 2011 | KTRAX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | KTRAX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | KTRAX vs PMFYX |
Lowest Drawdown Alternatives to KTRAX
KTRAX has a 1-year max drawdown of -8.06%. There are 52 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 | -3.48% | — | Mar 2011 | KTRAX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | KTRAX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | KTRAX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | KTRAX vs MSTGX |
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 | 74 | 10.46% | — | Jul 2007 | KTRAX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 27 | 14.14% | — | Sep 1948 | KTRAX vs KTCAX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 58 | 11.02% | — | May 1929 | KTRAX vs SCDGX | |
| DWS RREEF Real Assets Fund | Global Allocation | 76 | 10.65% | — | Jul 2007 | KTRAX vs AAAZX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Equities | 56 | 21.67% | — | May 1996 | KTRAX vs SEMGX | |
| DWS S&P 500 Index Fund | S&P 500 | 54 | 9.67% | — | Aug 1997 | KTRAX vs SCPIX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 23 | 6.88% | — | Jul 1986 | KTRAX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 6 | 1.46% | — | Jul 2000 | KTRAX vs SCGSX | |
| DWS Global High Income Fund | High Yield Bonds | 72 | 1.76% | — | Mar 1998 | KTRAX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 57 | 9.95% | — | Dec 1992 | KTRAX vs BTIIX |
Often Compared With KTRAX
Investors most often compare KTRAX with PALAX, CVLOX, WARAX. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
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