Principal Strategic Asset Management Balanced Portfolio (SABPX) 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 SABPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SABPX
SABPX charges 0.60% annually. There are 230 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 | SABPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SABPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SABPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SABPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SABPX vs BWBIX |
Best Risk-Adjusted Alternatives to SABPX
SABPX has a PortfoliosLab risk / return rank of 66. There are 224 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 | SABPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SABPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SABPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SABPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SABPX vs FSRRX |
Top Performing SABPX Alternatives (YTD)
SABPX is at 7.53% YTD. There are 190 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | SABPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SABPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SABPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SABPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SABPX vs BRUFX |
Lowest Volatility Alternatives to SABPX
SABPX has 8.95% 1-year volatility. There are 282 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 | SABPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SABPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SABPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SABPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SABPX vs CSTAX |
Lowest Drawdown Alternatives to SABPX
SABPX has a 1-year max drawdown of -6.64%. There are 310 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 | SABPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SABPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SABPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SABPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SABPX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | SABPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | SABPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | SABPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | SABPX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | SABPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | SABPX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | SABPX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | SABPX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | SABPX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | SABPX vs BRHYX |
Often Compared With SABPX
Investors most often compare SABPX with VOO, CONWX, NASDX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SABPX with Any Fund or Stock
Compare SABPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SABPX with funds that move differently
Principal Strategic Asset Management Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SABPX.
Explore SABPX Diversifiers