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 a closer substitute for your current allocation.
Cheapest Alternatives to USBLX
USBLX charges 0.58% annually. There are 222 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 | USBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | USBLX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | USBLX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | USBLX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | USBLX vs BWBIX |
Best Risk-Adjusted Alternatives to USBLX
USBLX has a PortfoliosLab risk / return rank of 82. There are 50 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 | USBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | USBLX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | USBLX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | USBLX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | USBLX vs AOBLX |
Top Performing USBLX Alternatives (YTD)
USBLX is at 6.50% YTD. There are 259 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | USBLX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | USBLX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | USBLX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | USBLX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | USBLX vs TIBIX |
Lowest Volatility Alternatives to USBLX
USBLX has 6.55% 1-year volatility. There are 144 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 | USBLX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | USBLX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | USBLX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | USBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | USBLX vs CSTAX |
Lowest Drawdown Alternatives to USBLX
USBLX has a 1-year max drawdown of -5.24%. There are 159 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 | USBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | USBLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | USBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | USBLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | USBLX vs CSTAX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 50 | 16.04% | — | Oct 2000 | USBLX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 60 | 10.56% | — | May 1996 | USBLX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.64% | — | Jan 2023 | USBLX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 13 | 4.76% | — | Oct 1981 | USBLX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 93 | 27.31% | — | Nov 1995 | USBLX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -14.14% | — | Aug 1984 | USBLX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 9 | 0.25% | — | Apr 1971 | USBLX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 72 | 8.15% | — | Aug 1984 | USBLX vs USCRX | |
| USAA Science & Technology Fund | Technology Equities | 39 | 18.81% | — | Jul 1997 | USBLX vs USSCX | |
| USAA High Income Fund | High Yield Bonds | 76 | 1.55% | — | Aug 1999 | USBLX vs USHYX |
Often Compared With USBLX
Investors most often compare USBLX with VTMFX, GSBFX, MNHAX. These 20 comparison targets span 11 categories, 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.
Pair USBLX with funds that move differently
USAA Growth and Tax Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USBLX.
Explore USBLX Diversifiers