Saratoga Moderately Aggressive Balanced Allocation Portfolio (SAMIX) Alternatives
Saratoga Moderately Aggressive Balanced Allocation Portfolio (SAMIX) 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 SAMIX. 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 SAMIX
SAMIX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SAMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SAMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SAMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SAMIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SAMIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SAMIX vs BWBIX |
Best Risk-Adjusted Alternatives to SAMIX
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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SAMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SAMIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SAMIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SAMIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SAMIX vs PMAIX |
Top Performing SAMIX Alternatives (YTD)
SAMIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SAMIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SAMIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SAMIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SAMIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SAMIX vs CONWX |
Lowest Volatility Alternatives to SAMIX
SAMIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SAMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SAMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SAMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SAMIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SAMIX vs SICIX |
Lowest Drawdown Alternatives to SAMIX
SAMIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SAMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SAMIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SAMIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SAMIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SAMIX vs SICIX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SAMIX
What investors most often compare with SAMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | SAMIX vs VBR | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SAMIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SAMIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SAMIX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | SAMIX vs MAANX |
Compare SAMIX with Any Fund or Stock
Compare SAMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.