American Funds Retirement Income Portfolio - Moderate (NBARX) Alternatives
American Funds Retirement Income Portfolio - Moderate (NBARX) 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 NBARX. 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 NBARX
NBARX charges 0.32% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NBARX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NBARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NBARX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NBARX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NBARX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | NBARX vs MAANX |
Best Risk-Adjusted Alternatives to NBARX
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 | NBARX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NBARX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NBARX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | NBARX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NBARX vs PMAIX |
Top Performing NBARX Alternatives (YTD)
NBARX 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 | NBARX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | NBARX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | NBARX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | NBARX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | NBARX vs CONWX |
Lowest Volatility Alternatives to NBARX
NBARX 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 | NBARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | NBARX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NBARX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | NBARX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | NBARX vs SICIX |
Lowest Drawdown Alternatives to NBARX
NBARX 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 | NBARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NBARX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NBARX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NBARX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NBARX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With NBARX
What investors most often compare with NBARX, based on PortfoliosLab usage data.
Compare NBARX with Any Fund or Stock
Compare NBARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.