NBARX Alternatives & Similar Mutual Funds

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 98 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	NBARX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	NBARX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	NBARX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	NBARX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	NBARX vs BWBIX

Best Risk-Adjusted Alternatives to NBARX

NBARX has a PortfoliosLab risk / return rank of 54. There are 342 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	NBARX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	NBARX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	NBARX vs NWQIX
EKBAX	Allspring Diversified Capital Builder Fund	95	—	Jan 1998	NBARX vs EKBAX
AYBLX	Pioneer Balanced ESG Fund	95	—	Dec 1991	NBARX vs AYBLX

Top Performing NBARX Alternatives (YTD)

NBARX is at 4.99% YTD. There are 366 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	38.34%	—	Jan 1998	NBARX vs EKBAX
GRSPX	Greenspring Fund	21.91%	—	Jun 1983	NBARX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	20.27%	—	Aug 1998	NBARX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.52%	—	Dec 2002	NBARX vs TIBIX
SMIFX	Sound Mind Investing Fund	15.84%	—	Dec 2005	NBARX vs SMIFX

Lowest Volatility Alternatives to NBARX

NBARX has 6.72% 1-year volatility. There are 151 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	NBARX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	NBARX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.86%	—	Nov 2003	NBARX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	NBARX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	NBARX vs CSTAX

Lowest Drawdown Alternatives to NBARX

NBARX has a 1-year max drawdown of -6.10%. There are 238 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	NBARX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	NBARX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	NBARX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	NBARX vs SICIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-2.68%	—	Sep 2005	NBARX vs FSRKX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.39%	—	Jul 1975	NBARX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	NBARX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	NBARX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	NBARX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	NBARX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	NBARX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	NBARX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	NBARX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	NBARX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	NBARX vs AMCPX

Often Compared With NBARX

Investors most often compare NBARX with CAIBX, VT, NDARX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	62	7.48%	—	Jul 1987	NBARX vs CAIBX
VT	Vanguard Total World Stock ETF	Global Equities	59	10.06%	95.30B	Jun 2008	NBARX vs VT
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	59	6.40%	—	Aug 2015	NBARX vs NDARX
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	33	3.65%	35.00B	Dec 2007	NBARX vs MGK
SWDRX	Schwab Target 2030 Fund	Target Retirement Date	57	6.21%	1.04B	Jun 2005	NBARX vs SWDRX
BALFX	American Funds American Balanced Fund	Diversified Portfolio	82	9.37%	—	Mar 2001	NBARX vs BALFX
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	49	3.15%	48.10B	Jul 1970	NBARX vs VWINX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	65	6.10%	124.70B	Jul 1929	NBARX vs VWELX
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	68	7.61%	115.40B	Jun 2006	NBARX vs VTHRX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	43	7.60%	—	Nov 2009	NBARX vs TPDAX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	55	5.63%	—	Dec 1987	NBARX vs CONWX
BERIX	Chartwell Income Fund	Diversified Portfolio	57	2.36%	—	Sep 1987	NBARX vs BERIX
IOEZX	ICON Equity Income Fund	Diversified Portfolio	75	12.75%	—	May 2004	NBARX vs IOEZX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	6.68%	—	Oct 2018	NBARX vs FIQDX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	5	-0.50%	—	Aug 2013	NBARX vs QBDSX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	2	0.75%	—	Dec 1999	NBARX vs WWWEX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	86	6.58%	—	Sep 2005	NBARX vs FSIRX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	36	8.59%	—	Jul 2007	NBARX vs AAAAX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	82	6.09%	—	Sep 2005	NBARX vs FCSRX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	76	10.63%	—	Dec 2010	NBARX vs PUDZX

Compare NBARX with Any Fund or Stock

Compare NBARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

American Funds Retirement Income Portfolio - Moderate (NBARX) Alternatives