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 262 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 | TWSAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TWSAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TWSAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TWSAX vs VBAIX | |
| 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 40. There are 429 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 | TWSAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | TWSAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TWSAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | TWSAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | TWSAX vs AOBLX |
Top Performing TWSAX Alternatives (YTD)
TWSAX is at 7.98% YTD. There are 192 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.29% | — | Jan 1998 | TWSAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | TWSAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.01% | — | Aug 1998 | TWSAX vs MHELX | |
| ICON Equity Income Fund | 16.48% | — | May 2004 | TWSAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 15.32% | — | Dec 2002 | TWSAX vs TIBIX |
Lowest Volatility Alternatives to TWSAX
TWSAX has 10.83% 1-year volatility. There are 425 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 | TWSAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | TWSAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TWSAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TWSAX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | Sep 2012 | TWSAX vs CSTAX |
Lowest Drawdown Alternatives to TWSAX
TWSAX has a 1-year max drawdown of -8.27%. There are 452 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 | TWSAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TWSAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TWSAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TWSAX vs SICIX | |
| 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, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 16 | 5.26% | 26.59B | Nov 1981 | TWSAX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 5.30% | 14.71B | Jun 1971 | TWSAX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 23 | -12.03% | 1.76B | Aug 1988 | TWSAX vs BGEIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 5.77% | — | Mar 2022 | TWSAX vs ACIHX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 22 | 4.84% | 2.12B | May 2006 | TWSAX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 20 | 4.06% | 6.39B | Jun 1971 | TWSAX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 8.76% | 5.37B | Nov 1987 | TWSAX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 83 | 2.55% | 1.62B | Dec 1986 | TWSAX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 68 | 10.19% | 6.45B | Aug 1994 | TWSAX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 86 | 14.45% | 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.
Compare TWSAX with Any Fund or Stock
Compare TWSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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