Principal Strategic Asset Management Conservative Growth Portfolio (SAGPX) Alternatives

Principal Strategic Asset Management Conservative Growth Portfolio (SAGPX) 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 SAGPX. 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 SAGPX

SAGPX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SAGPX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	SAGPX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	SAGPX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	SAGPX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	SAGPX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	SAGPX vs BWBIX

Best Risk-Adjusted Alternatives to SAGPX

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	SAGPX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	SAGPX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	SAGPX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	SAGPX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	SAGPX vs PMAIX

Top Performing SAGPX Alternatives (YTD)

SAGPX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	SAGPX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	SAGPX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	SAGPX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	SAGPX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	SAGPX vs CONWX

Lowest Volatility Alternatives to SAGPX

SAGPX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	SAGPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	SAGPX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	SAGPX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	SAGPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	SAGPX vs SICIX

Lowest Drawdown Alternatives to SAGPX

SAGPX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	SAGPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	SAGPX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	SAGPX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	SAGPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	SAGPX vs SICIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	SAGPX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	SAGPX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	SAGPX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	SAGPX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	SAGPX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	SAGPX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	SAGPX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	SAGPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	SAGPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	SAGPX vs BDJ

Often Compared With SAGPX

What investors most often compare with SAGPX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ONEQ	Fidelity NASDAQ Composite Index Tracking Stock	Large Cap Growth Equities	72	-6.77%	Sep 25, 2003	SAGPX vs ONEQ
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SAGPX vs VOO
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	45	-7.30%	—	SAGPX vs FNILX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	46	-6.77%	—	SAGPX vs FZROX

Compare SAGPX with Any Fund or Stock

Compare SAGPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Principal Strategic Asset Management Conservative Growth Portfolio

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