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 a closer substitute for your current allocation.
Cheapest Alternatives to SAGPX
SAGPX charges 0.60% annually. There are 231 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 | SAGPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SAGPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SAGPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SAGPX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SAGPX vs VTMFX |
Best Risk-Adjusted Alternatives to SAGPX
SAGPX has a PortfoliosLab risk / return rank of 57. There are 290 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 | SAGPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SAGPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SAGPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SAGPX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SAGPX vs AOBLX |
Top Performing SAGPX Alternatives (YTD)
SAGPX is at 9.44% YTD. There are 112 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.84% | — | Jan 1998 | SAGPX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 21.10% | — | Aug 1998 | SAGPX vs MHELX | |
| Greenspring Fund | 20.24% | — | Jun 1983 | SAGPX vs GRSPX | |
| ICON Equity Income Fund | 18.31% | — | May 2004 | SAGPX vs IOEZX | |
| Bruce Fund | 15.92% | — | Mar 1968 | SAGPX vs BRUFX |
Lowest Volatility Alternatives to SAGPX
SAGPX has 10.74% 1-year volatility. There are 420 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | SAGPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SAGPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | SAGPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SAGPX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | SAGPX vs CSTAX |
Lowest Drawdown Alternatives to SAGPX
SAGPX has a 1-year max drawdown of -7.92%. There are 426 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 | SAGPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SAGPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SAGPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SAGPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SAGPX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 14.52% | — | Sep 2021 | SAGPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.95% | — | Jul 1993 | SAGPX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.22% | — | Dec 2012 | SAGPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 61 | 11.62% | — | May 2011 | SAGPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 11.03% | — | Dec 1991 | SAGPX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 37 | 5.97% | — | Aug 2005 | SAGPX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.40% | — | Jul 2010 | SAGPX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 46 | 31.72% | — | Apr 2000 | SAGPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 7.09% | — | Oct 2007 | SAGPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 70 | 13.08% | — | Sep 1999 | SAGPX vs FAMRX |
Often Compared With SAGPX
Investors most often compare SAGPX with ONEQ, VOO, FNILX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SAGPX with Any Fund or Stock
Compare SAGPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAGPX with funds that move differently
Principal Strategic Asset Management Conservative Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAGPX.
Explore SAGPX Diversifiers