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 241 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SAIPX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SAIPX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SAIPX vs BWBIX |
Best Risk-Adjusted Alternatives to SAIPX
SAIPX has a PortfoliosLab risk / return rank of 60. There are 326 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 | 98 | — | Dec 2002 | SAIPX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SAIPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | SAIPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | SAIPX vs FIQDX |
Top Performing SAIPX Alternatives (YTD)
SAIPX is at 4.81% YTD. There are 397 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | SAIPX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | SAIPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | SAIPX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | SAIPX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | SAIPX vs BLNDX |
Lowest Volatility Alternatives to SAIPX
SAIPX has 5.92% 1-year volatility. There are 124 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | SAIPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SAIPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SAIPX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | SAIPX vs CSTAX |
Lowest Drawdown Alternatives to SAIPX
SAIPX has a 1-year max drawdown of -5.05%. There are 140 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SAIPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SAIPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SAIPX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | SAIPX vs FSRRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | SAIPX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | SAIPX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | SAIPX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | SAIPX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | SAIPX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | SAIPX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | SAIPX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | SAIPX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | SAIPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | SAIPX vs ASFYX |
Often Compared With SAIPX
Investors most often compare SAIPX with FSIRX, SMIFX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.40% | — | Sep 2005 | SAIPX vs FSIRX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 16.25% | — | Dec 2005 | SAIPX vs SMIFX |
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