Principal SAM Strategic Growth Portfolio (SACAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SACAX
SACAX charges 0.61% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SACAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SACAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SACAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SACAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SACAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SACAX vs BWBIX |
Best Risk-Adjusted Alternatives to SACAX
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 | SACAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SACAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SACAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SACAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SACAX vs PMAIX |
Top Performing SACAX Alternatives (YTD)
SACAX 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 | SACAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SACAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SACAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SACAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SACAX vs CONWX |
Lowest Volatility Alternatives to SACAX
SACAX 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 | SACAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SACAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SACAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SACAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SACAX vs SICIX |
Lowest Drawdown Alternatives to SACAX
SACAX 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 | SACAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SACAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SACAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SACAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SACAX vs SICIX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | SACAX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | SACAX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | SACAX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | SACAX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | SACAX vs PSMIX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | SACAX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | SACAX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | SACAX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | SACAX vs POSIX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | SACAX vs PTEAX |
Often Compared With SACAX
What investors most often compare with SACAX, 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.