USAA Growth and Tax Strategy Fund (USBLX) Alternatives
USAA Growth and Tax Strategy Fund (USBLX) 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 USBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to USBLX
USBLX charges 0.58% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among USBLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | USBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | USBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | USBLX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | USBLX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | USBLX vs MAANX |
Best Risk-Adjusted Alternatives to USBLX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | USBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | USBLX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | USBLX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | USBLX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | USBLX vs PMAIX |
Top Performing USBLX Alternatives (YTD)
USBLX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | USBLX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | USBLX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | USBLX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | USBLX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | USBLX vs CONWX |
Lowest Volatility Alternatives to USBLX
USBLX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | USBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | USBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | USBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | USBLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | USBLX vs SICIX |
Lowest Drawdown Alternatives to USBLX
USBLX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | USBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | USBLX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | USBLX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | USBLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | USBLX vs SICIX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 49 | -9.04% | Oct 27, 2000 | USBLX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | USBLX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | USBLX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | USBLX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | USBLX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | USBLX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | USBLX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | USBLX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | USBLX vs RSNRX | |
| USAA Science & Technology Fund | Technology Equities | 25 | -14.66% | Jul 31, 1997 | USBLX vs USSCX |
Often Compared With USBLX
What investors most often compare with USBLX, based on PortfoliosLab usage data.
Compare USBLX with Any Fund or Stock
Compare USBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.