MoA Moderate Allocation Fund (MAMOX) 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 MAMOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MAMOX
MAMOX charges 0.35% annually. There are 113 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 | MAMOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MAMOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MAMOX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | MAMOX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MAMOX vs FYMIX |
Best Risk-Adjusted Alternatives to MAMOX
MAMOX has a PortfoliosLab risk / return rank of 73. There are 148 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 | MAMOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MAMOX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | MAMOX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | MAMOX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | MAMOX vs AYBLX |
Top Performing MAMOX Alternatives (YTD)
MAMOX is at 7.06% YTD. There are 255 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 | MAMOX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | MAMOX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | MAMOX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | MAMOX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | MAMOX vs TIBIX |
Lowest Volatility Alternatives to MAMOX
MAMOX has 8.96% 1-year volatility. There are 309 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 | MAMOX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | MAMOX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | MAMOX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MAMOX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MAMOX vs CSTAX |
Lowest Drawdown Alternatives to MAMOX
MAMOX has a 1-year max drawdown of -6.48%. There are 295 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 | MAMOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MAMOX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MAMOX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MAMOX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MAMOX vs CSTAX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MURNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 75 | 4.79% | — | Nov 2021 | MAMOX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 50 | 9.72% | — | Nov 2021 | MAMOX vs MAIFX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 73 | 10.36% | — | Nov 2021 | MAMOX vs MURNX | |
| Mutual of America Composite Fund | Diversified Portfolio | 85 | 7.76% | — | Nov 2021 | MAMOX vs MACHX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 71 | 19.46% | — | Nov 2021 | MAMOX vs MAGKX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 71 | 12.55% | — | Nov 2021 | MAMOX vs MAAKX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 72 | 10.68% | — | Nov 2021 | MAMOX vs MUROX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 58 | 14.99% | — | Nov 2021 | MAMOX vs MAMEX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 72 | 8.93% | — | Nov 2021 | MAMOX vs MURLX | |
| Mutual of America 2045 Retirement Fund | Target Retirement Date | 73 | 9.97% | — | Nov 2021 | MAMOX vs MURMX |
Often Compared With MAMOX
Investors most often compare MAMOX with FSRRX, FCSRX, FIQDX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MAMOX with Any Fund or Stock
Compare MAMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MAMOX with funds that move differently
MoA Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MAMOX.
Explore MAMOX Diversifiers