Madison Aggressive Allocation Fund (MAGSX) Alternatives
Madison Aggressive Allocation Fund (MAGSX) 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 MAGSX. 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 MAGSX
MAGSX charges 0.71% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MAGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MAGSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MAGSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MAGSX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MAGSX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MAGSX vs FYMIX |
Best Risk-Adjusted Alternatives to MAGSX
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 | MAGSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MAGSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MAGSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MAGSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MAGSX vs PMAIX |
Top Performing MAGSX Alternatives (YTD)
MAGSX 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 | MAGSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MAGSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MAGSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MAGSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MAGSX vs CONWX |
Lowest Volatility Alternatives to MAGSX
MAGSX 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 | MAGSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MAGSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MAGSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MAGSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MAGSX vs SICIX |
Lowest Drawdown Alternatives to MAGSX
MAGSX 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 | MAGSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MAGSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MAGSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MAGSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MAGSX vs SICIX |
Other Mutual Funds from Madison Funds
Most popular Madison Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | MAGSX vs GTSGX | |
| Madison Investors Fund | Large Cap Blend Equities | 5 | -5.07% | Nov 1, 1978 | MAGSX vs MINVX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 50 | 4.35% | Oct 29, 2009 | MAGSX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 4 | -2.62% | Dec 16, 1996 | MAGSX vs BVAOX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 34 | 4.89% | Dec 18, 1986 | MAGSX vs BHBFX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 34 | -2.67% | Jun 29, 2006 | MAGSX vs MMDAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 56 | -0.51% | Dec 29, 1982 | MAGSX vs GTFHX | |
| Madison Core Bond Fund | Intermediate Core Bond | 50 | -0.36% | Dec 29, 1997 | MAGSX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 46 | -1.76% | Jun 29, 2006 | MAGSX vs MCNAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 55 | 1.38% | Dec 28, 1997 | MAGSX vs MBLAX |
Often Compared With MAGSX
What investors most often compare with MAGSX, based on PortfoliosLab usage data.
Compare MAGSX with Any Fund or Stock
Compare MAGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.