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 a closer substitute for your current allocation.
Cheapest Alternatives to SAMIX
SAMIX charges 0.99% annually. There are 405 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 | SAMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SAMIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SAMIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SAMIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SAMIX vs VTMFX |
Best Risk-Adjusted Alternatives to SAMIX
SAMIX has a PortfoliosLab risk / return rank of 31. There are 482 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 | SAMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SAMIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SAMIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SAMIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SAMIX vs AOBLX |
Top Performing SAMIX Alternatives (YTD)
SAMIX is at 5.90% YTD. There are 324 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 | SAMIX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | SAMIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | SAMIX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | SAMIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | SAMIX vs TIBIX |
Lowest Volatility Alternatives to SAMIX
SAMIX has 10.23% 1-year volatility. There are 390 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 | SAMIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SAMIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | SAMIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SAMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | SAMIX vs CSTAX |
Lowest Drawdown Alternatives to SAMIX
SAMIX has a 1-year max drawdown of -7.29%. There are 377 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 | SAMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SAMIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SAMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SAMIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SAMIX vs CSTAX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
Often Compared With SAMIX
Investors most often compare SAMIX with VBR, SIBPX, SMICX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SAMIX with Any Fund or Stock
Compare SAMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAMIX with funds that move differently
Saratoga Moderately Aggressive Balanced Allocation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAMIX.
Explore SAMIX Diversifiers