BlackRock Sustainable Balanced Fund (MACPX) 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 MACPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MACPX
MACPX charges 0.50% annually. There are 188 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 | MACPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MACPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | MACPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MACPX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MACPX vs FYMIX |
Best Risk-Adjusted Alternatives to MACPX
MACPX has a PortfoliosLab risk / return rank of 76. There are 110 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 | MACPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MACPX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | MACPX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | MACPX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | MACPX vs AYBLX |
Top Performing MACPX Alternatives (YTD)
MACPX is at 8.42% YTD. There are 173 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | MACPX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | MACPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | MACPX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | MACPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | MACPX vs TIBIX |
Lowest Volatility Alternatives to MACPX
MACPX has 8.88% 1-year volatility. There are 299 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 | MACPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | MACPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | MACPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MACPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MACPX vs CSTAX |
Lowest Drawdown Alternatives to MACPX
MACPX has a 1-year max drawdown of -6.18%. There are 254 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 | MACPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MACPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MACPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MACPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MACPX 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 | 40 | 14.87% | — | Sep 2021 | MACPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | MACPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | MACPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | MACPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | MACPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | MACPX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | MACPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | MACPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | MACPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | MACPX vs FAMRX |
Often Compared With MACPX
Investors most often compare MACPX with NDARX, AABTX, FBALX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MACPX with Any Fund or Stock
Compare MACPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MACPX with funds that move differently
BlackRock Sustainable Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MACPX.
Explore MACPX Diversifiers