SA U.S. Fixed Income Fund (SAUFX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAUFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAUFX
SAUFX charges 0.40% annually. There are 36 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | SAUFX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | SAUFX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | SAUFX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | SAUFX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | SAUFX vs DFYGX |
Best Risk-Adjusted Alternatives to SAUFX
SAUFX has a PortfoliosLab risk / return rank of 94. There are 54 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | SAUFX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | SAUFX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | SAUFX vs BUBIX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | SAUFX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 | SAUFX vs ENIAX |
Top Performing SAUFX Alternatives (YTD)
SAUFX is at 1.12% YTD. There are 54 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | SAUFX vs SEMRX | |
| PIMCO Short Term Fund | 1.92% | — | Oct 1987 | SAUFX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | SAUFX vs PAIPX | |
| Pioneer Multi-Asset Ultrashort Income Fund | 1.73% | — | Apr 2011 | SAUFX vs MYFRX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 1.64% | — | Jul 2017 | SAUFX vs TRSTX |
Lowest Volatility Alternatives to SAUFX
SAUFX has 1.69% 1-year volatility. There are 60 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.56% | — | Mar 2017 | SAUFX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.62% | — | Dec 2013 | SAUFX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.63% | — | Mar 2019 | SAUFX vs NUSIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.68% | — | Sep 1987 | SAUFX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.70% | — | Dec 2013 | SAUFX vs BUBIX |
Lowest Drawdown Alternatives to SAUFX
SAUFX has a 1-year max drawdown of -0.84%. There are 60 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.00% | — | Mar 2017 | SAUFX vs TMPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | SAUFX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | SAUFX vs FHQFX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | SAUFX vs MUIIX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | SAUFX vs NUSIX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAEMX, SAISX, SAWMX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 93 | 28.08% | — | Apr 2007 | SAUFX vs SAEMX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 41 | 9.44% | — | Aug 1999 | SAUFX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 94 | 10.67% | — | Jun 2015 | SAUFX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 55 | 1.50% | — | Jul 1999 | SAUFX vs SAXIX | |
| SA U.S. Value Fund | Large Cap Value Equities | 95 | 17.72% | — | Aug 1999 | SAUFX vs SABTX | |
| SA International Value Fund | Foreign Large Cap Equities | 87 | 11.49% | — | Aug 1999 | SAUFX vs SAHMX | |
| SA Real Estate Securities Fund | REIT | 8 | 11.13% | — | Apr 2007 | SAUFX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 78 | 10.70% | — | Aug 1999 | SAUFX vs SAMKX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 59 | 14.90% | — | Aug 1999 | SAUFX vs SAUMX |
Often Compared With SAUFX
Investors most often compare SAUFX with BUSIX, EALDX, TRBUX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | SAUFX vs BUSIX | |
| Eaton Vance Short Duration Government Income Fund | Ultrashort Bond | 70 | 1.21% | — | Sep 2002 | SAUFX vs EALDX | |
| T. Rowe Price Ultra Short-Term Bond Fund | Ultrashort Bond | 99 | 1.59% | — | Dec 2012 | SAUFX vs TRBUX | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 99 | 1.54% | — | Jun 2021 | SAUFX vs CBUDX | |
| Northern Ultra-Short Fixed Income Fund | Ultrashort Bond | 98 | 1.24% | — | Jun 2009 | SAUFX vs NUSFX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 98 | 1.59% | — | Mar 1994 | SAUFX vs TSDOX |
Compare SAUFX with Any Fund or Stock
Compare SAUFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAUFX with funds that move differently
SA U.S. Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAUFX.
Explore SAUFX Diversifiers