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 a closer substitute for your current allocation.
Cheapest Alternatives to SABIX
SABIX charges 0.99% annually. There are 405 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 | SABIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SABIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SABIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SABIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SABIX vs BWBIX |
Best Risk-Adjusted Alternatives to SABIX
SABIX has a PortfoliosLab risk / return rank of 30. There are 475 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 | SABIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SABIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SABIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SABIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | SABIX vs AOBLX |
Top Performing SABIX Alternatives (YTD)
SABIX is at 5.70% YTD. There are 310 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 | SABIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SABIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | SABIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | SABIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | SABIX vs TIBIX |
Lowest Volatility Alternatives to SABIX
SABIX has 11.17% 1-year volatility. There are 437 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 | SABIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SABIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SABIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SABIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SABIX vs CSTAX |
Lowest Drawdown Alternatives to SABIX
SABIX has a 1-year max drawdown of -7.87%. There are 420 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 | SABIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SABIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SABIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SABIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SABIX vs CSTAX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | Large Cap Growth Equities | 12 | 0.29% | — | Sep 1994 | SABIX vs SLCGX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 27 | 4.12% | — | Dec 2017 | SABIX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 27 | 14.93% | — | Jun 2002 | SABIX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 49 | 6.11% | — | Jul 1999 | SABIX vs SHPAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 17 | 7.08% | — | Oct 1997 | SABIX vs STPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 54 | 22.77% | — | Sep 1994 | SABIX vs SSCPX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 43 | 13.57% | — | Sep 1994 | SABIX vs SIEPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 93 | 0.00% | — | Sep 1994 | SABIX vs SMBPX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 29 | 2.67% | — | Dec 2017 | SABIX vs LUNAX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 7 | -1.58% | — | Sep 1994 | SABIX vs SIBPX |
Often Compared With SABIX
Investors most often compare SABIX with SMICX, SAMIX, VBR. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SABIX with Any Fund or Stock
Compare SABIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SABIX with funds that move differently
Saratoga Aggressive Balanced Allocation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SABIX.
Explore SABIX Diversifiers