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 293 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | MAPOX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MAPOX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MAPOX vs BWBIX |
Best Risk-Adjusted Alternatives to MAPOX
MAPOX has a PortfoliosLab risk / return rank of 27. There are 498 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 | 97 | — | Dec 2002 | MAPOX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MAPOX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | MAPOX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | MAPOX vs AOBLX |
Top Performing MAPOX Alternatives (YTD)
MAPOX is at 5.91% YTD. There are 323 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | MAPOX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | MAPOX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | MAPOX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | MAPOX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | MAPOX vs TIBIX |
Lowest Volatility Alternatives to MAPOX
MAPOX has 7.95% 1-year volatility. There are 210 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | MAPOX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | MAPOX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | MAPOX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MAPOX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | MAPOX vs CSTAX |
Lowest Drawdown Alternatives to MAPOX
MAPOX has a 1-year max drawdown of -6.77%. There are 327 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MAPOX vs CSTAX |
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 | 37 | 10.05% | — | Nov 1958 | MAPOX vs MPGFX | |
| Mairs & Power Small Cap Fund | Small Cap Blend Equities | 44 | 20.83% | — | Aug 2011 | MAPOX vs MSCFX |
Often Compared With MAPOX
Investors most often compare MAPOX with VWELX, FZROX, 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