NAARX Alternatives & Similar Mutual Funds

American Funds Retirement Income Portfolio - Conservative (NAARX) 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 NAARX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NAARX

NAARX charges 0.34% annually. There are 109 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	NAARX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	NAARX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	NAARX vs TSAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	NAARX vs VTMFX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	NAARX vs FYMIX

Best Risk-Adjusted Alternatives to NAARX

NAARX has a PortfoliosLab risk / return rank of 47. There are 366 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	NAARX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	NAARX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	NAARX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	NAARX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	NAARX vs AOBLX

Top Performing NAARX Alternatives (YTD)

NAARX is at 3.06% YTD. There are 474 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.82%	—	Jan 1998	NAARX vs EKBAX
GRSPX	Greenspring Fund	21.42%	—	Jun 1983	NAARX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.08%	—	Aug 1998	NAARX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.76%	—	Dec 2002	NAARX vs TIBIX
IOEZX	ICON Equity Income Fund	13.95%	—	May 2004	NAARX vs IOEZX

Lowest Volatility Alternatives to NAARX

NAARX has 5.25% 1-year volatility. There are 61 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	NAARX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	NAARX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.85%	—	Nov 2003	NAARX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	NAARX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	NAARX vs CSTAX

Lowest Drawdown Alternatives to NAARX

NAARX has a 1-year max drawdown of -5.21%. There are 155 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	NAARX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	NAARX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	NAARX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	NAARX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	NAARX vs CSTAX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.56%	—	Jul 1975	NAARX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	7.93%	—	Jan 1934	NAARX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	36	5.38%	—	Jul 1952	NAARX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.76%	—	Dec 1973	NAARX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	36	9.53%	—	May 2009	NAARX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	59	12.29%	—	Aug 1978	NAARX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.50%	—	Mar 1973	NAARX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.70%	—	Dec 1973	NAARX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	50	5.52%	—	Dec 1973	NAARX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	18	3.42%	—	Jan 1967	NAARX vs AMCPX

Often Compared With NAARX

Investors most often compare NAARX with FXAIX, ASTEX, ASBAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	55	8.11%	—	Feb 1988	NAARX vs FXAIX
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	82	1.00%	—	Aug 2009	NAARX vs ASTEX
ASBAX	American Funds Short-Term Bond Fund of America	Short-Term Bond	43	0.14%	—	Oct 2006	NAARX vs ASBAX
INPAX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	47	3.88%	—	May 2012	NAARX vs INPAX
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	29	2.27%	35.00B	Dec 2007	NAARX vs MGK
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	56	5.81%	—	Aug 2015	NAARX vs NDARX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	87	18.44%	99.95B	Oct 2011	NAARX vs SCHD
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	43	5.18%	—	Apr 2012	NAARX vs SIFAX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	14	3.23%	—	Jul 2007	NAARX vs AAAAX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	69	5.89%	—	Dec 1987	NAARX vs CONWX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	2	-0.12%	—	Dec 1999	NAARX vs WWWEX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	79	9.68%	—	Dec 2010	NAARX vs PUDZX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.63%	—	Aug 2013	NAARX vs QBDSX
BERIX	Chartwell Income Fund	Diversified Portfolio	57	1.79%	—	Sep 1987	NAARX vs BERIX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	12	2.12%	—	Dec 2017	NAARX vs BWBIX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	79	4.35%	—	Dec 2011	NAARX vs PMAIX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	42	5.72%	—	Nov 2009	NAARX vs TPDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	88	5.86%	—	Sep 2005	NAARX vs FSRKX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	87	5.74%	—	Sep 2005	NAARX vs FSRRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	5.88%	—	Oct 2018	NAARX vs FIQDX

Compare NAARX with Any Fund or Stock

Compare NAARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair NAARX with funds that move differently

American Funds Retirement Income Portfolio - Conservative alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NAARX.

Explore NAARX Diversifiers

American Funds Retirement Income Portfolio - Conservative (NAARX) Alternatives