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 243 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SACAX vs VBAIX | |
| 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 64. There are 257 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 | 96 | — | Dec 2009 | SACAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SACAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SACAX vs FSRRX |
Top Performing SACAX Alternatives (YTD)
SACAX is at 10.88% YTD. There are 45 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 | SACAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SACAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SACAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SACAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SACAX vs BRUFX |
Lowest Volatility Alternatives to SACAX
SACAX has 12.62% 1-year volatility. There are 478 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 | SACAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SACAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SACAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SACAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SACAX vs CSTAX |
Lowest Drawdown Alternatives to SACAX
SACAX has a 1-year max drawdown of -8.85%. There are 481 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SACAX vs CSTAX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -3.74% | — | Dec 2000 | SACAX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 60 | 9.18% | — | Feb 2001 | SACAX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -1.62% | — | Dec 2000 | SACAX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -3.68% | — | Nov 2016 | SACAX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 8.75% | — | Feb 2008 | SACAX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 42 | 8.06% | — | Nov 1986 | SACAX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -2.47% | — | Jun 2012 | SACAX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.75% | — | Oct 2011 | SACAX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 49 | 7.81% | — | Feb 2008 | SACAX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 49 | 6.90% | — | Feb 2001 | SACAX vs PTDIX |
Often Compared With SACAX
Investors most often compare SACAX with LTINX, PLFIX, PFUMX. These 20 comparison targets span 9 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