Principal Strategic Asset Management Conservative Balanced Portfolio (SAIPX) 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 SAIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAIPX
SAIPX charges 0.61% annually. There are 245 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 | SAIPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SAIPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SAIPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SAIPX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SAIPX vs VTMFX |
Best Risk-Adjusted Alternatives to SAIPX
SAIPX has a PortfoliosLab risk / return rank of 56. There are 302 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 | SAIPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SAIPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SAIPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SAIPX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SAIPX vs AOBLX |
Top Performing SAIPX Alternatives (YTD)
SAIPX is at 4.97% YTD. There are 415 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | SAIPX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | SAIPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | SAIPX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | SAIPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | SAIPX vs TIBIX |
Lowest Volatility Alternatives to SAIPX
SAIPX has 6.28% 1-year volatility. There are 128 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 | SAIPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SAIPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | SAIPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SAIPX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | SAIPX vs CSTAX |
Lowest Drawdown Alternatives to SAIPX
SAIPX has a 1-year max drawdown of -5.05%. There are 139 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 | SAIPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SAIPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SAIPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SAIPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SAIPX 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 | 15.10% | — | Sep 2021 | SAIPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | SAIPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SAIPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | SAIPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | SAIPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | SAIPX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | SAIPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | SAIPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | SAIPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | SAIPX vs FAMRX |
Often Compared With SAIPX
Investors most often compare SAIPX with NASDX, BLNDX, VFAIX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SAIPX with Any Fund or Stock
Compare SAIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAIPX with funds that move differently
Principal Strategic Asset Management Conservative Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAIPX.
Explore SAIPX Diversifiers