Mairs & Power Balanced Fund (MAPOX) 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 MAPOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MAPOX
MAPOX charges 0.69% annually. There are 292 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 | MAPOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MAPOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MAPOX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MAPOX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MAPOX vs BWBIX |
Best Risk-Adjusted Alternatives to MAPOX
MAPOX has a PortfoliosLab risk / return rank of 29. There are 490 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 | MAPOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MAPOX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | MAPOX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | MAPOX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MAPOX vs AYBLX |
Top Performing MAPOX Alternatives (YTD)
MAPOX is at 4.59% YTD. There are 396 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | MAPOX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | MAPOX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | MAPOX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | MAPOX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | MAPOX vs SMIFX |
Lowest Volatility Alternatives to MAPOX
MAPOX has 8.02% 1-year volatility. There are 213 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 | MAPOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | MAPOX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | MAPOX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MAPOX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | MAPOX vs CSTAX |
Lowest Drawdown Alternatives to MAPOX
MAPOX has a 1-year max drawdown of -6.77%. There are 328 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 | MAPOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MAPOX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MAPOX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MAPOX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | MAPOX vs FSRKX |
Other Mutual Funds from Mairs & Power
The 2 most viewed Mairs & Power mutual funds shown here include MPGFX, MSCFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mairs & Power Growth Fund | Large Cap Blend Equities | 41 | 7.81% | — | Nov 1958 | MAPOX vs MPGFX | |
| Mairs & Power Small Cap Fund | Small Cap Blend Equities | 59 | 21.28% | — | Aug 2011 | MAPOX vs MSCFX |
Often Compared With MAPOX
Investors most often compare MAPOX with FZROX, VWELX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MAPOX with Any Fund or Stock
Compare MAPOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MAPOX with funds that move differently
Mairs & Power Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MAPOX.
Explore MAPOX Diversifiers