American Century Strategic Allocation: Moderate Fund (TWSMX) 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 TWSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TWSMX
TWSMX charges 0.70% annually. There are 296 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 | TWSMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TWSMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TWSMX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TWSMX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TWSMX vs FYMIX |
Best Risk-Adjusted Alternatives to TWSMX
TWSMX has a PortfoliosLab risk / return rank of 38. There are 439 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 | TWSMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | TWSMX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TWSMX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | TWSMX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | TWSMX vs AOBLX |
Top Performing TWSMX Alternatives (YTD)
TWSMX is at 6.18% YTD. There are 308 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 | TWSMX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | TWSMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.01% | — | Aug 1998 | TWSMX vs MHELX | |
| ICON Equity Income Fund | 16.48% | — | May 2004 | TWSMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 15.32% | — | Dec 2002 | TWSMX vs TIBIX |
Lowest Volatility Alternatives to TWSMX
TWSMX has 9.05% 1-year volatility. There are 321 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 | TWSMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | TWSMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TWSMX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TWSMX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | Sep 2012 | TWSMX vs CSTAX |
Lowest Drawdown Alternatives to TWSMX
TWSMX has a 1-year max drawdown of -6.81%. There are 332 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 | TWSMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TWSMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TWSMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TWSMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TWSMX 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 | TWSMX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 5.30% | 14.71B | Jun 1971 | TWSMX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 23 | -12.03% | 1.76B | Aug 1988 | TWSMX vs BGEIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 5.77% | — | Mar 2022 | TWSMX vs ACIHX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 22 | 4.84% | 2.12B | May 2006 | TWSMX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 20 | 4.06% | 6.39B | Jun 1971 | TWSMX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 8.76% | 5.37B | Nov 1987 | TWSMX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 83 | 2.55% | 1.62B | Dec 1986 | TWSMX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 68 | 10.19% | 6.45B | Aug 1994 | TWSMX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 86 | 14.45% | 1.99B | Dec 1990 | TWSMX vs BIGRX |
Often Compared With TWSMX
Investors most often compare TWSMX with FSRRX, PUDZX, BULIX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TWSMX with Any Fund or Stock
Compare TWSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWSMX with funds that move differently
American Century Strategic Allocation: Moderate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWSMX.
Explore TWSMX Diversifiers