Saratoga Aggressive Balanced Allocation Portfolio (SABIX) Alternatives
Saratoga Aggressive Balanced Allocation Portfolio (SABIX) 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 SABIX. 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 SABIX
SABIX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SABIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SABIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SABIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SABIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SABIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SABIX vs MAANX |
Best Risk-Adjusted Alternatives to SABIX
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 | SABIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SABIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SABIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SABIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SABIX vs PMAIX |
Top Performing SABIX Alternatives (YTD)
SABIX 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 | SABIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SABIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SABIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SABIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SABIX vs CONWX |
Lowest Volatility Alternatives to SABIX
SABIX 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 | SABIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SABIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SABIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SABIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SABIX vs SICIX |
Lowest Drawdown Alternatives to SABIX
SABIX 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 | SABIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SABIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SABIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SABIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SABIX vs SICIX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SABIX
What investors most often compare with SABIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | SABIX vs VBR | |
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 37 | -4.90% | Dec 28, 2017 | SABIX vs SAMIX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | SABIX vs SHPAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SABIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SABIX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | SABIX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SABIX vs QBDSX |
Compare SABIX with Any Fund or Stock
Compare SABIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.