Saratoga Conservative Balanced Allocation Portfolio (LUNAX) Alternatives
Saratoga Conservative Balanced Allocation Portfolio (LUNAX) 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 LUNAX. 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 LUNAX
LUNAX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LUNAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LUNAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LUNAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LUNAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LUNAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | LUNAX vs MAANX |
Best Risk-Adjusted Alternatives to LUNAX
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 | LUNAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LUNAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LUNAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LUNAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LUNAX vs PMAIX |
Top Performing LUNAX Alternatives (YTD)
LUNAX 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 | LUNAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LUNAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LUNAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LUNAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LUNAX vs CONWX |
Lowest Volatility Alternatives to LUNAX
LUNAX 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 | LUNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LUNAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LUNAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LUNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LUNAX vs SICIX |
Lowest Drawdown Alternatives to LUNAX
LUNAX 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 | LUNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LUNAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LUNAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LUNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LUNAX vs SICIX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With LUNAX
What investors most often compare with LUNAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 37 | -4.90% | Dec 28, 2017 | LUNAX vs SAMIX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | LUNAX vs SHPAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | LUNAX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | LUNAX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | LUNAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | LUNAX vs TPDAX |
Compare LUNAX with Any Fund or Stock
Compare LUNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.