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 a closer substitute for your current allocation.
Cheapest Alternatives to NBARX
NBARX charges 0.32% annually. There are 97 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 | NBARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NBARX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | NBARX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NBARX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NBARX vs BWBIX |
Best Risk-Adjusted Alternatives to NBARX
NBARX has a PortfoliosLab risk / return rank of 71. There are 152 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 | NBARX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NBARX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NBARX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | NBARX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | NBARX vs FSRRX |
Top Performing NBARX Alternatives (YTD)
NBARX is at 5.75% YTD. There are 308 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | NBARX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | NBARX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | NBARX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | NBARX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | NBARX vs BRUFX |
Lowest Volatility Alternatives to NBARX
NBARX has 6.69% 1-year volatility. There are 144 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 | NBARX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | NBARX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | NBARX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | NBARX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | NBARX vs CSTAX |
Lowest Drawdown Alternatives to NBARX
NBARX has a 1-year max drawdown of -6.10%. There are 236 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 | NBARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NBARX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NBARX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NBARX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NBARX 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 NBARX
Investors most often compare NBARX with NDARX, CAIBX, VT. These 20 comparison targets span 4 categories, 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.
Pair NBARX with funds that move differently
American Funds Retirement Income Portfolio - Moderate alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBARX.
Explore NBARX Diversifiers