PGIM 60/40 Allocation Fund (PALDX) Alternatives
PGIM 60/40 Allocation Fund (PALDX) 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 PALDX. 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 PALDX
PALDX charges 0.03% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PALDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PALDX vs FRGAX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PALDX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PALDX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PALDX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PALDX vs MAANX |
Best Risk-Adjusted Alternatives to PALDX
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 | PALDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PALDX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PALDX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PALDX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PALDX vs PMAIX |
Top Performing PALDX Alternatives (YTD)
PALDX 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 | PALDX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PALDX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PALDX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PALDX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PALDX vs CONWX |
Lowest Volatility Alternatives to PALDX
PALDX 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 | PALDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PALDX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PALDX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PALDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PALDX vs SICIX |
Lowest Drawdown Alternatives to PALDX
PALDX 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 | PALDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PALDX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PALDX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PALDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PALDX vs SICIX |
Other Mutual Funds from PGIM
Most popular PGIM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM High Yield Fund Class R6 | High Yield Bonds | 88 | -1.39% | Oct 31, 2011 | PALDX vs PHYQX | |
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 16 | -14.26% | Nov 2, 1995 | PALDX vs PJFAX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 60 | -0.59% | Dec 27, 2010 | PALDX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 57 | -0.53% | Jan 14, 1997 | PALDX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 96 | -0.26% | Dec 23, 2013 | PALDX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 91 | -0.61% | Mar 29, 2011 | PALDX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 89 | -1.05% | Oct 26, 2012 | PALDX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 85 | -1.45% | Jan 22, 1990 | PALDX vs PBHAX | |
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 92 | -0.49% | Sep 1, 1989 | PALDX vs PBSMX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 4 | -12.90% | Jun 4, 2012 | PALDX vs PWJZX |
Often Compared With PALDX
What investors most often compare with PALDX, based on PortfoliosLab usage data.
Compare PALDX with Any Fund or Stock
Compare PALDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.