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 | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | SAUFX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | SAUFX vs BUBIX | |
| 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 90. There are 60 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 | |
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | SAUFX vs TMPFX | |
| 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 0.85% YTD. There are 60 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 2.62% | — | Dec 2010 | SAUFX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | SAUFX vs PTSHX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.27% | — | Dec 2006 | SAUFX vs ENIAX | |
| Tactical Multi-Purpose Fund | 2.23% | — | Mar 2017 | SAUFX vs TMPFX | |
| PIMCO Short Asset Investment Fund | 2.23% | — | May 2012 | SAUFX vs PAIPX |
Lowest Volatility Alternatives to SAUFX
SAUFX has 1.63% 1-year volatility. There are 61 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | SAUFX vs NUSIX | |
| Tactical Multi-Purpose Fund | 0.61% | — | Mar 2017 | SAUFX vs TMPFX | |
| DFA One Year Fixed Income Portfolio | 0.65% | — | Jul 1983 | SAUFX vs DFIHX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.65% | — | Sep 1987 | SAUFX vs PRTBX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | SAUFX vs BUBSX |
Lowest Drawdown Alternatives to SAUFX
SAUFX has a 1-year max drawdown of -0.84%. There are 61 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 Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | SAUFX vs FHQFX | |
| DFA One Year Fixed Income Portfolio | -0.10% | — | Jul 1983 | SAUFX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | SAUFX vs NUSIX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | SAUFX vs BUBSX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | SAUFX vs TMPFX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAHMX, SAEMX, SABTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA International Value Fund | Foreign Large Cap Equities | 96 | 16.52% | — | Aug 1999 | SAUFX vs SAHMX | |
| SA Emerging Markets Value Fund | Emerging Markets Equities | 74 | 18.42% | — | Apr 2007 | SAUFX vs SAEMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 97 | 20.93% | — | Aug 1999 | SAUFX vs SABTX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 96 | 11.78% | — | Jun 2015 | SAUFX vs SAWMX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 50 | 8.42% | — | Aug 1999 | SAUFX vs SAISX | |
| SA Global Fixed Income Fund | Global Bonds | 63 | 1.38% | — | Jul 1999 | SAUFX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 29 | 17.15% | — | Apr 2007 | SAUFX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 67 | 10.13% | — | Aug 1999 | SAUFX vs SAMKX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 78 | 18.11% | — | Aug 1999 | SAUFX vs SAUMX |
Often Compared With SAUFX
Investors most often compare SAUFX with MYFRX, EALDX, TRBUX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
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