Mairs & Power Balanced Fund (MAPOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MAPOX
MAPOX charges 0.69% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MAPOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MAPOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MAPOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MAPOX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MAPOX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | MAPOX vs MAANX |
Best Risk-Adjusted Alternatives to MAPOX
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 | MAPOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MAPOX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MAPOX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MAPOX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MAPOX vs PMAIX |
Top Performing MAPOX Alternatives (YTD)
MAPOX 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 | MAPOX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MAPOX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MAPOX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MAPOX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MAPOX vs CONWX |
Lowest Volatility Alternatives to MAPOX
MAPOX 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 | MAPOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MAPOX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MAPOX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MAPOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MAPOX vs SICIX |
Lowest Drawdown Alternatives to MAPOX
MAPOX 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 | MAPOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MAPOX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MAPOX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MAPOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MAPOX vs SICIX |
Other Mutual Funds from Mairs & Power
Most popular Mairs & Power mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mairs & Power Growth Fund | Large Cap Blend Equities | 20 | -6.75% | Nov 7, 1958 | MAPOX vs MPGFX | |
| Mairs & Power Small Cap Fund | Small Cap Blend Equities | 29 | 0.35% | Aug 11, 2011 | MAPOX vs MSCFX |
Often Compared With MAPOX
What investors most often compare with MAPOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Investor Shares | Diversified Portfolio | 66 | -5.26% | Jul 1, 1929 | MAPOX vs VWELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | MAPOX vs FZROX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MAPOX vs QBDSX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | MAPOX vs FYMIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MAPOX vs WWWEX | |
| PIMCO Inflation Response Multi-Asset Fund Institut... | Diversified Portfolio | 92 | 2.92% | Aug 31, 2011 | MAPOX vs PIRMX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | MAPOX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MAPOX vs TPDAX |
Compare MAPOX with Any Fund or Stock
Compare MAPOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.