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 91. There are 61 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | SAUFX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | SAUFX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | SAUFX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | SAUFX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | SAUFX vs PAIPX |
Top Performing SAUFX Alternatives (YTD)
SAUFX is at 0.96% YTD. There are 60 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.51% | — | Dec 2010 | SAUFX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | SAUFX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 2.13% | — | May 2012 | SAUFX vs PAIPX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 2.12% | — | Dec 2012 | SAUFX vs TRBUX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.01% | — | Dec 2006 | SAUFX vs ENIAX |
Lowest Volatility Alternatives to SAUFX
SAUFX has 1.66% 1-year volatility. There are 62 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.58% | — | Mar 2017 | SAUFX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | SAUFX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.63% | — | Jul 1983 | SAUFX vs DFIHX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | SAUFX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.66% | — | Sep 1987 | SAUFX vs PRTBX |
Lowest Drawdown Alternatives to SAUFX
SAUFX has a 1-year max drawdown of -0.84%. There are 62 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | SAUFX vs FCNVX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | SAUFX vs BUBSX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | SAUFX vs TMPFX | |
| 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, SAHMX, SABTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 77 | 19.87% | — | Apr 2007 | SAUFX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 90 | 12.06% | — | Aug 1999 | SAUFX vs SAHMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 94 | 19.47% | — | Aug 1999 | SAUFX vs SABTX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 29 | 6.06% | — | Aug 1999 | SAUFX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.75% | — | Jun 2015 | SAUFX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 70 | 1.50% | — | Jul 1999 | SAUFX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 19 | 16.15% | — | Apr 2007 | SAUFX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 67 | 10.25% | — | Aug 1999 | SAUFX vs SAMKX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 61 | 17.51% | — | Aug 1999 | SAUFX vs SAUMX |
Often Compared With SAUFX
Investors most often compare SAUFX with MYFRX, EALDX, FHQFX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 99 | 1.97% | — | Apr 2011 | SAUFX vs MYFRX | |
| Eaton Vance Short Duration Government Income Fund | Ultrashort Bond | 68 | 0.94% | — | Sep 2002 | SAUFX vs EALDX | |
| Fidelity Series Treasury Bill Index Fund | Ultrashort Bond | 100 | 1.72% | — | Aug 2018 | SAUFX vs FHQFX | |
| Northern Ultra-Short Fixed Income Fund | Ultrashort Bond | 99 | 1.52% | — | Jun 2009 | SAUFX vs NUSFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | 99 | 1.62% | — | Dec 2013 | SAUFX vs UGSDX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.79% | — | Mar 1994 | SAUFX vs TSDOX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | Ultrashort Bond | 99 | 1.64% | — | Jul 2017 | SAUFX vs TRSTX | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 99 | 1.86% | — | Jun 2021 | SAUFX vs CBUDX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | Ultrashort Bond | 98 | 2.01% | — | Mar 2016 | SAUFX vs TSDUX |
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