Catalyst/MAP Global Balanced Fund (TRXAX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRXAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRXAX
TRXAX charges 1.22% annually. There are 62 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | TRXAX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | TRXAX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | TRXAX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | TRXAX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | TRXAX vs JNSMX |
Best Risk-Adjusted Alternatives to TRXAX
TRXAX has a PortfoliosLab risk / return rank of 68. There are 48 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | TRXAX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | TRXAX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | TRXAX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | TRXAX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | TRXAX vs PDSYX |
Top Performing TRXAX Alternatives (YTD)
TRXAX is at 5.95% YTD. There are 66 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | TRXAX vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | TRXAX vs WMRIX | |
| Calamos Global Dynamic Income Fund | 16.29% | — | Jun 2007 | TRXAX vs CHW | |
| Calamos Global Total Return Fund | 15.69% | — | Oct 2005 | TRXAX vs CGO | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | TRXAX vs GIMFX |
Lowest Volatility Alternatives to TRXAX
TRXAX has 6.55% 1-year volatility. There are 8 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | TRXAX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | TRXAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | TRXAX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | TRXAX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | TRXAX vs PMFYX |
Lowest Drawdown Alternatives to TRXAX
TRXAX has a 1-year max drawdown of -5.60%. There are 15 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | TRXAX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | TRXAX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | TRXAX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | TRXAX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | TRXAX vs MSTGX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Multistrategy, Systematic Trend, Global Equities | 90 | 12.91% | — | Dec 1996 | TRXAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | -2.88% | — | Jul 2014 | TRXAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 21 | 7.57% | — | Dec 2013 | TRXAX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Multistrategy, Systematic Trend, Global Equities | 89 | 12.74% | — | Dec 2015 | TRXAX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 74 | 2.92% | — | May 2008 | TRXAX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 15 | 3.37% | — | May 2008 | TRXAX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 70 | 0.95% | — | Dec 2012 | TRXAX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Infrastructure Equities, Energy Equities | 24 | 32.37% | — | Dec 2014 | TRXAX vs MLXIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 8 | 8.16% | — | Jul 2011 | TRXAX vs INSAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 28 | 15.79% | — | Dec 2011 | TRXAX vs CPEAX |
Often Compared With TRXAX
Investors most often compare TRXAX with FAS, PDRDX, IEF. These 18 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare TRXAX with Any Fund or Stock
Compare TRXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRXAX with funds that move differently
Catalyst/MAP Global Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRXAX.
Explore TRXAX Diversifiers