Principal SAM Flexible Income Portfolio (SAUPX) 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 SAUPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAUPX
SAUPX charges 0.60% annually. There are 231 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 | SAUPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SAUPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SAUPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SAUPX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SAUPX vs VTMFX |
Best Risk-Adjusted Alternatives to SAUPX
SAUPX has a PortfoliosLab risk / return rank of 58. There are 273 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 | SAUPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SAUPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SAUPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SAUPX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SAUPX vs AOBLX |
Top Performing SAUPX Alternatives (YTD)
SAUPX is at 3.48% YTD. There are 482 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.84% | — | Jan 1998 | SAUPX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 21.10% | — | Aug 1998 | SAUPX vs MHELX | |
| Greenspring Fund | 20.24% | — | Jun 1983 | SAUPX vs GRSPX | |
| ICON Equity Income Fund | 18.31% | — | May 2004 | SAUPX vs IOEZX | |
| Bruce Fund | 15.92% | — | Mar 1968 | SAUPX vs BRUFX |
Lowest Volatility Alternatives to SAUPX
SAUPX has 4.71% 1-year volatility. There are 33 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | SAUPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SAUPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | SAUPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SAUPX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | SAUPX vs CSTAX |
Lowest Drawdown Alternatives to SAUPX
SAUPX has a 1-year max drawdown of -3.92%. There are 49 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 | SAUPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SAUPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SAUPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SAUPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SAUPX vs CSTAX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -3.15% | — | Dec 2000 | SAUPX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | 0.56% | — | Dec 2000 | SAUPX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 47 | 9.30% | — | Nov 1986 | SAUPX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | 8.24% | — | Feb 2008 | SAUPX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -2.35% | — | Jun 2012 | SAUPX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 5.24% | — | Oct 2011 | SAUPX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 52 | 10.71% | — | Jul 1996 | SAUPX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 40 | 7.48% | — | Feb 2008 | SAUPX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 40 | 6.78% | — | Feb 2001 | SAUPX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 71 | 21.93% | — | Dec 2000 | SAUPX vs PSSMX |
Often Compared With SAUPX
Investors most often compare SAUPX with ONEQ, QQQ, BERIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SAUPX with Any Fund or Stock
Compare SAUPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAUPX with funds that move differently
Principal SAM Flexible Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAUPX.
Explore SAUPX Diversifiers