BNY Mellon Balanced Opportunity Fund (THPBX) 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 THPBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THPBX
THPBX charges 0.90% annually. There are 370 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 | THPBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | THPBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | THPBX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | THPBX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | THPBX vs FYMIX |
Best Risk-Adjusted Alternatives to THPBX
THPBX has a PortfoliosLab risk / return rank of 44. There are 414 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 | THPBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | THPBX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | THPBX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | THPBX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | THPBX vs AYBLX |
Top Performing THPBX Alternatives (YTD)
THPBX is at 5.48% YTD. There are 343 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | THPBX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | THPBX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | THPBX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | THPBX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | THPBX vs SMIFX |
Lowest Volatility Alternatives to THPBX
THPBX has 9.06% 1-year volatility. There are 326 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | THPBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | THPBX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | THPBX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | THPBX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | THPBX vs CSTAX |
Lowest Drawdown Alternatives to THPBX
THPBX has a 1-year max drawdown of -7.50%. There are 399 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 | THPBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | THPBX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | THPBX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | THPBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | THPBX vs SICIX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 36 | 7.56% | — | May 1951 | THPBX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 63 | 9.95% | — | Jan 1990 | THPBX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 82 | 15.01% | — | Sep 1995 | THPBX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 66 | 10.09% | — | Sep 1993 | THPBX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 83 | 15.16% | — | May 2001 | THPBX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 59 | 17.88% | — | Oct 2003 | THPBX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 66 | 19.49% | — | Jun 1997 | THPBX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 6.09% | — | May 2010 | THPBX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 15 | 12.06% | — | Jun 2013 | THPBX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 52 | 12.91% | — | Jan 1985 | THPBX vs DNLDX |
Often Compared With THPBX
Investors most often compare THPBX with BLNDX, FSRTX, DTGRX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | THPBX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 85 | 6.49% | — | Sep 2005 | THPBX vs FSRTX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 72 | 34.98% | — | Oct 1997 | THPBX vs DTGRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | THPBX vs FCSRX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 20 | 5.25% | — | Dec 2017 | THPBX vs BWBIX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | THPBX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | THPBX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | THPBX vs FSIRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 75 | 10.42% | — | Dec 2010 | THPBX vs PUDZX |
Compare THPBX with Any Fund or Stock
Compare THPBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THPBX with funds that move differently
BNY Mellon Balanced Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THPBX.
Explore THPBX Diversifiers