American Funds Retirement Income Portfolio - Conservative (NAARX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NAARX
NAARX charges 0.34% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NAARX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NAARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NAARX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NAARX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | NAARX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NAARX vs BWBIX |
Best Risk-Adjusted Alternatives to NAARX
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 | NAARX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NAARX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NAARX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | NAARX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NAARX vs PMAIX |
Top Performing NAARX Alternatives (YTD)
NAARX 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 | NAARX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | NAARX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | NAARX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | NAARX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | NAARX vs CONWX |
Lowest Volatility Alternatives to NAARX
NAARX 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 | NAARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | NAARX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NAARX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | NAARX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | NAARX vs SICIX |
Lowest Drawdown Alternatives to NAARX
NAARX 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 | NAARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NAARX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NAARX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NAARX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NAARX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With NAARX
What investors most often compare with NAARX, based on PortfoliosLab usage data.
Compare NAARX with Any Fund or Stock
Compare NAARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.