Standpoint Multi-Asset Fund Investor Class (REMIX) 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 REMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REMIX
REMIX charges 1.55% annually. There are 508 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 | REMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | REMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | REMIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | REMIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | REMIX vs FYMIX |
Best Risk-Adjusted Alternatives to REMIX
REMIX has a PortfoliosLab risk / return rank of 89. There are 44 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 | REMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | REMIX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | REMIX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | REMIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | REMIX vs AYBLX |
Top Performing REMIX Alternatives (YTD)
REMIX is at 13.70% YTD. There are 22 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | REMIX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | REMIX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | REMIX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | REMIX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | REMIX vs DGIFX |
Lowest Volatility Alternatives to REMIX
REMIX has 12.88% 1-year volatility. There are 489 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 | REMIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | REMIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | REMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | REMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | REMIX vs CSTAX |
Lowest Drawdown Alternatives to REMIX
REMIX has a 1-year max drawdown of -7.28%. There are 377 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 | REMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | REMIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | REMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | REMIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | REMIX vs CSTAX |
Other Mutual Funds from Standpoint
The 1 most viewed Standpoint mutual funds shown here include BLNDX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 89 | 13.93% | — | Dec 2019 | REMIX vs BLNDX |
Often Compared With REMIX
Investors most often compare REMIX with MAFIX, TRTY, SPY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare REMIX with Any Fund or Stock
Compare REMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REMIX with funds that move differently
Standpoint Multi-Asset Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REMIX.
Explore REMIX Diversifiers