Principal Strategic Asset Management Balanced Portfolio (SABPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SABPX
SABPX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SABPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SABPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SABPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SABPX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SABPX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SABPX vs BWBIX |
Best Risk-Adjusted Alternatives to SABPX
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 | SABPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SABPX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SABPX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SABPX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SABPX vs PMAIX |
Top Performing SABPX Alternatives (YTD)
SABPX 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 | SABPX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SABPX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SABPX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SABPX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SABPX vs CONWX |
Lowest Volatility Alternatives to SABPX
SABPX 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 | SABPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SABPX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SABPX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SABPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SABPX vs SICIX |
Lowest Drawdown Alternatives to SABPX
SABPX 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 | SABPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SABPX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SABPX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SABPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SABPX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With SABPX
What investors most often compare with SABPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SABPX vs VOO |
Compare SABPX with Any Fund or Stock
Compare SABPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.