Principal SAM Strategic Growth Portfolio (SACAX) 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 SACAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SACAX
SACAX charges 0.61% annually. There are 244 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 | SACAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SACAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SACAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SACAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SACAX vs FYMIX |
Best Risk-Adjusted Alternatives to SACAX
SACAX has a PortfoliosLab risk / return rank of 58. There are 306 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 | SACAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SACAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SACAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | SACAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | SACAX vs AYBLX |
Top Performing SACAX Alternatives (YTD)
SACAX is at 11.18% YTD. There are 61 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | SACAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | SACAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | SACAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | SACAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | SACAX vs SMIFX |
Lowest Volatility Alternatives to SACAX
SACAX has 12.25% 1-year volatility. There are 480 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SACAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | SACAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | SACAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SACAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | SACAX vs CSTAX |
Lowest Drawdown Alternatives to SACAX
SACAX has a 1-year max drawdown of -8.85%. There are 484 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 | SACAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SACAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SACAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SACAX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | SACAX vs FSRKX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -6.91% | — | Dec 2000 | SACAX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | SACAX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | SACAX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | SACAX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | SACAX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | SACAX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | SACAX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | SACAX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | SACAX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 48 | 5.32% | — | Feb 2001 | SACAX vs PMTIX |
Often Compared With SACAX
Investors most often compare SACAX with PLFIX, LTINX, PFUMX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SACAX with Any Fund or Stock
Compare SACAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SACAX with funds that move differently
Principal SAM Strategic Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SACAX.
Explore SACAX Diversifiers