Principal SAM Flexible Income Portfolio (SAUPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SAUPX
SAUPX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SAUPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SAUPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SAUPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SAUPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SAUPX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SAUPX vs MAANX |
Best Risk-Adjusted Alternatives to SAUPX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SAUPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SAUPX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SAUPX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SAUPX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SAUPX vs PMAIX |
Top Performing SAUPX Alternatives (YTD)
SAUPX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SAUPX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SAUPX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SAUPX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SAUPX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SAUPX vs CONWX |
Lowest Volatility Alternatives to SAUPX
SAUPX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SAUPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SAUPX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SAUPX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SAUPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SAUPX vs SICIX |
Lowest Drawdown Alternatives to SAUPX
SAUPX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SAUPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SAUPX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SAUPX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SAUPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SAUPX vs SICIX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | SAUPX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | SAUPX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | SAUPX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | SAUPX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | SAUPX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | SAUPX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | SAUPX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | SAUPX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | SAUPX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | SAUPX vs POSIX |
Often Compared With SAUPX
What investors most often compare with SAUPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity NASDAQ Composite Index Tracking Stock | Large Cap Growth Equities | 72 | -6.77% | Sep 25, 2003 | SAUPX vs ONEQ | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | SAUPX vs QQQ | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | SAUPX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SAUPX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SAUPX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SAUPX vs WWWEX |
Compare SAUPX with Any Fund or Stock
Compare SAUPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.