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 a closer substitute for your current allocation.
Cheapest Alternatives to LBETX
LBETX charges 2.32% annually. There are 525 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 | LBETX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LBETX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LBETX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LBETX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LBETX vs BWBIX |
Best Risk-Adjusted Alternatives to LBETX
LBETX has a PortfoliosLab risk / return rank of 31. There are 476 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 | LBETX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | LBETX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LBETX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | LBETX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | LBETX vs AOBLX |
Top Performing LBETX Alternatives (YTD)
LBETX is at 3.57% YTD. There are 478 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.84% | — | Jan 1998 | LBETX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 21.10% | — | Aug 1998 | LBETX vs MHELX | |
| Greenspring Fund | 20.24% | — | Jun 1983 | LBETX vs GRSPX | |
| ICON Equity Income Fund | 18.31% | — | May 2004 | LBETX vs IOEZX | |
| Bruce Fund | 15.92% | — | Mar 1968 | LBETX vs BRUFX |
Lowest Volatility Alternatives to LBETX
LBETX has 4.73% 1-year volatility. There are 35 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | LBETX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | LBETX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | LBETX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LBETX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | LBETX vs CSTAX |
Lowest Drawdown Alternatives to LBETX
LBETX has a 1-year max drawdown of -4.91%. There are 120 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 | LBETX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LBETX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LBETX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LBETX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LBETX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 14.52% | — | Sep 2021 | LBETX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.95% | — | Jul 1993 | LBETX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.22% | — | Dec 2012 | LBETX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 61 | 11.62% | — | May 2011 | LBETX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 11.03% | — | Dec 1991 | LBETX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 37 | 5.97% | — | Aug 2005 | LBETX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.40% | — | Jul 2010 | LBETX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 46 | 31.72% | — | Apr 2000 | LBETX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 7.09% | — | Oct 2007 | LBETX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 70 | 13.08% | — | Sep 1999 | LBETX vs FAMRX |
Often Compared With LBETX
Investors most often compare LBETX with XEQT.TO, PRCOX, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LBETX with Any Fund or Stock
Compare LBETX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LBETX with funds that move differently
LGM Risk Managed Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LBETX.
Explore LBETX Diversifiers