LGM Risk Managed Total Return Fund (LBETX) Alternatives
LGM Risk Managed Total Return Fund (LBETX) 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 LBETX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LBETX
LBETX charges 2.32% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LBETX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LBETX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LBETX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LBETX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LBETX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LBETX vs FYMIX |
Best Risk-Adjusted Alternatives to LBETX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LBETX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LBETX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LBETX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LBETX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LBETX vs PMAIX |
Top Performing LBETX Alternatives (YTD)
LBETX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LBETX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LBETX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LBETX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LBETX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LBETX vs CONWX |
Lowest Volatility Alternatives to LBETX
LBETX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LBETX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LBETX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LBETX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LBETX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LBETX vs SICIX |
Lowest Drawdown Alternatives to LBETX
LBETX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LBETX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LBETX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LBETX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LBETX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LBETX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With LBETX
What investors most often compare with LBETX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core Equity ETF Portfolio | Global Equities | 75 | 0.66% | Aug 7, 2019 | LBETX vs XEQT.TO | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 42 | -7.21% | Nov 30, 1994 | LBETX vs PRCOX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | LBETX vs SPY |
Compare LBETX with Any Fund or Stock
Compare LBETX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.