TWSAX Alternatives & Similar Mutual Funds

American Century Strategic Allocation: Aggressive Fund (TWSAX) 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 TWSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TWSAX

TWSAX charges 0.63% annually. There are 261 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	TWSAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	TWSAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	TWSAX vs TSAIX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	TWSAX vs VBAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	TWSAX vs FYMIX

Best Risk-Adjusted Alternatives to TWSAX

TWSAX has a PortfoliosLab risk / return rank of 42. There are 440 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	TWSAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	TWSAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	TWSAX vs NWQIX
RPFCX	Davis Appreciation & Income Fund	95	—	Apr 1992	TWSAX vs RPFCX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	TWSAX vs FSRRX

Top Performing TWSAX Alternatives (YTD)

TWSAX is at 7.39% YTD. There are 198 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	29.12%	—	Jan 1998	TWSAX vs EKBAX
IOEZX	ICON Equity Income Fund	20.77%	—	May 2004	TWSAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.74%	—	Dec 2002	TWSAX vs TIBIX
GRSPX	Greenspring Fund	16.72%	—	Jun 1983	TWSAX vs GRSPX
BRUFX	Bruce Fund	16.02%	—	Mar 1968	TWSAX vs BRUFX

Lowest Volatility Alternatives to TWSAX

TWSAX has 10.96% 1-year volatility. There are 415 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	TWSAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.81%	—	Nov 2003	TWSAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	TWSAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.00%	—	Apr 2003	TWSAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	TWSAX vs CSTAX

Lowest Drawdown Alternatives to TWSAX

TWSAX has a 1-year max drawdown of -8.27%. There are 451 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	TWSAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	TWSAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	TWSAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	TWSAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	TWSAX vs CSTAX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	11	-0.19%	26.59B	Nov 1981	TWSAX vs TWCUX
TWCGX	American Century Growth Fund Investor Class	Large Cap Growth Equities, Actively Managed	13	0.88%	14.71B	Jun 1971	TWSAX vs TWCGX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	14	1.37%	—	Mar 2022	TWSAX vs ACIHX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	32	-11.13%	1.76B	Aug 1988	TWSAX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	10	-3.37%	2.12B	May 2006	TWSAX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	13	-1.01%	6.39B	Jun 1971	TWSAX vs TWCIX
TWEIX	American Century Equity Income Fund	Dividend, Large Cap Value Equities	83	13.18%	6.45B	Aug 1994	TWSAX vs TWEIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	4	3.13%	5.37B	Nov 1987	TWSAX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	87	0.86%	1.62B	Dec 1986	TWSAX vs BCHYX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	90	15.47%	1.99B	Dec 1990	TWSAX vs BIGRX

Often Compared With TWSAX

Investors most often compare TWSAX with OCIO, PRPFX, BULIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
OCIO	ClearShares OCIO ETF	Diversified Portfolio	56	6.90%	165.55M	Jun 2017	TWSAX vs OCIO
PRPFX	Permanent Portfolio Class I	Diversified Portfolio	38	2.08%	—	Dec 1982	TWSAX vs PRPFX
BULIX	American Century Utilities Fund	Utilities Equities	18	6.99%	312.77M	Feb 1993	TWSAX vs BULIX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	83	7.66%	—	Dec 1987	TWSAX vs CONWX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	72	8.31%	—	Nov 2009	TWSAX vs TPDAX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	83	9.09%	—	Apr 2012	TWSAX vs SIFAX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.25%	—	Aug 2013	TWSAX vs QBDSX
BERIX	Chartwell Income Fund	Diversified Portfolio	81	3.01%	—	Sep 1987	TWSAX vs BERIX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	4	4.79%	—	Dec 1999	TWSAX vs WWWEX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	93	13.05%	—	Dec 2010	TWSAX vs PUDZX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	89	6.55%	—	Sep 2005	TWSAX vs FCSRX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	13	0.78%	—	Dec 2017	TWSAX vs BWBIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	91	6.99%	—	Sep 2005	TWSAX vs FSRKX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	92	7.43%	—	Dec 2011	TWSAX vs PMAIX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	77	11.12%	—	Jul 2007	TWSAX vs AAAAX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	7.02%	—	Oct 2018	TWSAX vs FIQDX
MHELX	MH Elite Small Cap Fund of Funds Fund	Diversified Portfolio	66	14.91%	—	Aug 1998	TWSAX vs MHELX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	91	7.04%	—	Sep 2005	TWSAX vs FSIRX
ACIIX	American Century Equity Income Fund Class I	Dividend, Large Cap Value Equities	84	13.38%	—	Jul 1998	TWSAX vs ACIIX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	84	12.64%	—	Dec 2019	TWSAX vs BLNDX

Compare TWSAX with Any Fund or Stock

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

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Pair TWSAX with funds that move differently

American Century Strategic Allocation: Aggressive Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWSAX.

Explore TWSAX Diversifiers

American Century Strategic Allocation: Aggressive Fund (TWSAX) Alternatives