American Century Strategic Allocation: Conservative Fund (TWSCX) 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 TWSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TWSCX
TWSCX charges 0.72% annually. There are 312 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 | TWSCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TWSCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TWSCX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TWSCX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TWSCX vs FYMIX |
Best Risk-Adjusted Alternatives to TWSCX
TWSCX has a PortfoliosLab risk / return rank of 40. 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TWSCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TWSCX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TWSCX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | TWSCX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TWSCX vs AYBLX |
Top Performing TWSCX Alternatives (YTD)
TWSCX is at 3.92% YTD. There are 440 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | TWSCX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | TWSCX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | TWSCX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | TWSCX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | TWSCX vs SMIFX |
Lowest Volatility Alternatives to TWSCX
TWSCX has 6.55% 1-year volatility. There are 145 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 | TWSCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | TWSCX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | TWSCX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TWSCX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | TWSCX vs CSTAX |
Lowest Drawdown Alternatives to TWSCX
TWSCX has a 1-year max drawdown of -4.93%. There are 122 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 | TWSCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TWSCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TWSCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TWSCX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | TWSCX vs FSRKX |
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 | 17 | 3.79% | 26.59B | Nov 1981 | TWSCX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 3.14% | 14.71B | Jun 1971 | TWSCX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 21 | -4.97% | 1.76B | Aug 1988 | TWSCX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 24 | 3.87% | 2.12B | May 2006 | TWSCX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 3.56% | — | Mar 2022 | TWSCX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 24 | 3.42% | 6.39B | Jun 1971 | TWSCX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.49% | 5.37B | Nov 1987 | TWSCX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 71 | 2.21% | 1.62B | Dec 1986 | TWSCX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 51 | 7.32% | 6.45B | Aug 1994 | TWSCX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 84 | 12.70% | 1.99B | Dec 1990 | TWSCX vs BIGRX |
Often Compared With TWSCX
Investors most often compare TWSCX with AMD, PRPFX, BWBIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TWSCX with Any Fund or Stock
Compare TWSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWSCX with funds that move differently
American Century Strategic Allocation: Conservative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWSCX.
Explore TWSCX Diversifiers