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 | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NAARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NAARX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | NAARX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NAARX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NAARX vs BWBIX |
Best Risk-Adjusted Alternatives to NAARX
NAARX has a PortfoliosLab risk / return rank of 55. There are 355 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NAARX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | NAARX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | NAARX vs AYBLX |
Top Performing NAARX Alternatives (YTD)
NAARX is at 3.61% YTD. There are 483 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | NAARX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | NAARX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | NAARX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | NAARX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | NAARX vs TIBIX |
Lowest Volatility Alternatives to NAARX
NAARX has 5.23% 1-year volatility. There are 59 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | NAARX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | NAARX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | NAARX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NAARX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NAARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NAARX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NAARX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NAARX vs SICIX | |
| 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.
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