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 106 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 | NAARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NAARX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NAARX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NAARX vs BWBIX | |
| 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 50. There are 400 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 | NAARX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NAARX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | NAARX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NAARX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | NAARX vs FSRKX |
Top Performing NAARX Alternatives (YTD)
NAARX is at 3.45% YTD. There are 486 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | NAARX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | NAARX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | NAARX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | NAARX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | NAARX vs DGIFX |
Lowest Volatility Alternatives to NAARX
NAARX has 5.06% 1-year volatility. There are 63 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 | NAARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | NAARX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | NAARX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | NAARX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | NAARX vs CSTAX |
Lowest Drawdown Alternatives to NAARX
NAARX has a 1-year max drawdown of -5.21%. There are 156 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 | NAARX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | NAARX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | NAARX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | NAARX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | NAARX vs FSRRX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
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.
Compare NAARX with Any Fund or Stock
Compare NAARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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